1,296 hedge funds and large institutions have $39.2B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 302 funds opening new positions, 533 increasing their positions, 351 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% more call options, than puts

Call options by funds: $4.39B | Put options by funds: $3.5B

14% more funds holding

Funds holding: 1,1341,296 (+162)

2.52% more ownership

Funds ownership: 77.71%80.22% (+2.5%)

Holders
1,296
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.39B
Puts
$3.5B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
701
Outlook Wealth Advisors
Texas
$873K
EP
702
Edgestream Partners
New Jersey
$865K
NWMG
703
National Wealth Management Group
Ohio
$850K
EAM
704
Erste Asset Management
Austria
$848K
TCWM
705
Total Clarity Wealth Management
Illinois
$845K
S
706
SignatureFD
Georgia
$844K
CAL
707
Capital Analysts LLC
Pennsylvania
$839K
KWM
708
Kingsview Wealth Management
Oregon
$834K
VAS
709
Vestmark Advisory Solutions
Massachusetts
$830K
OFS
710
OneAscent Financial Services
Alabama
$827K
PSP
711
Principal Street Partners
Tennessee
$825K
NAM
712
NorthCrest Asset Manangement
Minnesota
$823K
WWM
713
Western Wealth Management
Colorado
$820K
GLA
714
Great Lakes Advisors
Illinois
$819K
HI
715
Hudock Inc
Pennsylvania
$817K
UCFA
716
United Capital Financial Advisors
Texas
$812K
PFU
717
Parus Finance (UK)
United Kingdom
$807K
ONB
718
Old National Bancorp
Indiana
$806K
DADC
719
D.A. Davidson & Co
Montana
$802K
FG
720
Foresight Group
United Kingdom
$793K
EH
721
Equitable Holdings
New York
$790K
FA
722
FDx Advisors
Illinois
$786K
UM
723
UniSuper Management
Australia
$783K
PTC
724
Private Trust Company
Ohio
$783K
HA
725
Huntleigh Advisors
Missouri
$777K