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
PCM
726
Prelude Capital Management
New York
$760K
CQWA
727
Chokshi & Queen Wealth Advisors
California
$758K
IA
728
IAM Advisory
Pennsylvania
$754K
MS
729
Mizuho Securities
Japan
$754K
SAM
730
S.A. Mason
Michigan
$752K
GSWM
731
Golden State Wealth Management
California
$749K
FFN
732
Focus Financial Network
Minnesota
$748K
CA
733
Cullinan Associates
Kentucky
$745K
Lido Advisors
734
Lido Advisors
California
$745K
FFA
735
Farther Finance Advisors
California
$739K
SIA
736
Strategic Investment Advisors
Michigan
$737K
FA
737
FSA Advisors
Michigan
$734K
PS
738
Principal Securities
Iowa
$733K
GI
739
GLOBALT Investments
Georgia
$732K
MWM
740
Mission Wealth Management
California
$731K
BC
741
Bridgefront Capital
Texas
$728K
Belvedere Trading
742
Belvedere Trading
Illinois
$726K
WHG
743
Westwood Holdings Group
Texas
$724K
SWA
744
Strategies Wealth Advisors
Michigan
$723K
FDP
745
Financiere des Professionnels
Quebec, Canada
$717K
SWM
746
SeaCrest Wealth Management
New York
$717K
EB
747
Eastern Bank
Massachusetts
$717K
MA
748
Mosaic Advisors
Texas
$712K
SGCA
749
Steel Grove Capital Advisors
Tennessee
$706K
TA
750
Tactive Advisors
Florida
$705K