1,291 hedge funds and large institutions have $39.2B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 303 funds opening new positions, 529 increasing their positions, 351 reducing their positions, and 127 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

15% more funds holding

Funds holding: 1,1271,291 (+164)

2.49% more ownership

Funds ownership: 77.65%80.14% (+2.5%)

Holders
1,291
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
TCWM
701
Total Clarity Wealth Management
Illinois
$845K
S
702
SignatureFD
Georgia
$844K
CAL
703
Capital Analysts LLC
Pennsylvania
$839K
KWM
704
Kingsview Wealth Management
Oregon
$834K
VAS
705
Vestmark Advisory Solutions
Massachusetts
$830K
OFS
706
OneAscent Financial Services
Alabama
$827K
PSP
707
Principal Street Partners
Tennessee
$825K
NAM
708
NorthCrest Asset Manangement
Minnesota
$823K
WWM
709
Western Wealth Management
Colorado
$820K
GLA
710
Great Lakes Advisors
Illinois
$819K
HI
711
Hudock Inc
Pennsylvania
$817K
UCFA
712
United Capital Financial Advisors
Texas
$812K
PFU
713
Parus Finance (UK)
United Kingdom
$807K
ONB
714
Old National Bancorp
Indiana
$806K
DADC
715
D.A. Davidson & Co
Montana
$802K
FG
716
Foresight Group
United Kingdom
$793K
EH
717
Equitable Holdings
New York
$790K
FA
718
FDx Advisors
Illinois
$786K
UM
719
UniSuper Management
Australia
$783K
PTC
720
Private Trust Company
Ohio
$783K
HA
721
Huntleigh Advisors
Missouri
$777K
QWM
722
Quadcap Wealth Management
Texas
$774K
PCM
723
Presidio Capital Management
California
$772K
Mirae Asset Global ETFs Holdings
724
Mirae Asset Global ETFs Holdings
Hong Kong
$769K
AMCA
725
Arthur M. Cohen & Associates
Illinois
$767K