1,286 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, 525 increasing their positions, 351 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+160
Holders Change %
+14.21%
% of All Funds
17.24%
Holding in Top 10
55
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+139.13%
% of All Funds
0.74%
New
302
Increased
525
Reduced
351
Closed
127
Calls
$4.39B
Puts
$3.5B
Net Calls
+$894M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Shares
Change %
IA
726
IAM Advisory
Pennsylvania
$754K +$39.9K +311 +6%
MS
727
Mizuho Securities
Japan
$754K +$677K +5,270 +878%
SAM
728
S.A. Mason
Michigan
$752K -$25K -195 -3%
GSWM
729
Golden State Wealth Management
California
$749K +$38.1K +297 +5%
FFN
730
Focus Financial Network
Minnesota
$748K +$80.5K +627 +12%
CA
731
Cullinan Associates
Kentucky
$745K -$157K -1,222 -17%
Lido Advisors
732
Lido Advisors
California
$745K +$317K +2,471 +74%
FFA
733
Farther Finance Advisors
California
$739K -$17K -132 -2%
SIA
734
Strategic Investment Advisors
Michigan
$737K -$130K -1,028 -15%
FA
735
FSA Advisors
Michigan
$734K +$257 +2 +0%
PS
736
Principal Securities
Iowa
$733K +$71.6K +558 +11%
GI
737
GLOBALT Investments
Georgia
$732K -$257 -2 -0%
MWM
738
Mission Wealth Management
California
$731K -$4.88K -38 -0.7%
BC
739
Bridgefront Capital
Texas
$728K +$728K +5,673 New
Belvedere Trading
740
Belvedere Trading
Illinois
$726K +$726K +5,652 New
WHG
741
Westwood Holdings Group
Texas
$724K +$26.5K +206 +4%
SWA
742
Strategies Wealth Advisors
Michigan
$723K +$385 +3 +0.1%
FDP
743
Financiere des Professionnels
Quebec, Canada
$717K +$717K +5,587 New
SWM
744
SeaCrest Wealth Management
New York
$717K -$28K -218 -4%
EB
745
Eastern Bank
Massachusetts
$717K +$6.42K +50 +0.9%
MA
746
Mosaic Advisors
Texas
$712K -$428K -3,335 -38%
SGCA
747
Steel Grove Capital Advisors
Tennessee
$706K
TA
748
Tactive Advisors
Florida
$705K +$705K +5,489 New
HAM
749
Harmony Asset Management
Arizona
$701K +$98.2K +765 +16%
GCS
750
Gordian Capital (Singapore)
Singapore
$700K +$533K +4,150 +319%