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
QWM
726
Quadcap Wealth Management
Texas
$774K
PCM
727
Presidio Capital Management
California
$772K
Mirae Asset Global ETFs Holdings
728
Mirae Asset Global ETFs Holdings
Hong Kong
$769K
AMCA
729
Arthur M. Cohen & Associates
Illinois
$767K
PCM
730
Prelude Capital Management
New York
$760K
CQWA
731
Chokshi & Queen Wealth Advisors
California
$758K
IA
732
IAM Advisory
Pennsylvania
$754K
MS
733
Mizuho Securities
Japan
$754K
SAM
734
S.A. Mason
Michigan
$752K
GSWM
735
Golden State Wealth Management
California
$749K
FFN
736
Focus Financial Network
Minnesota
$748K
CA
737
Cullinan Associates
Kentucky
$745K
Lido Advisors
738
Lido Advisors
California
$745K
FFA
739
Farther Finance Advisors
California
$739K
SIA
740
Strategic Investment Advisors
Michigan
$737K
FA
741
FSA Advisors
Michigan
$734K
PS
742
Principal Securities
Iowa
$733K
GI
743
GLOBALT Investments
Georgia
$732K
MWM
744
Mission Wealth Management
California
$731K
BC
745
Bridgefront Capital
Texas
$728K
Belvedere Trading
746
Belvedere Trading
Illinois
$726K
WHG
747
Westwood Holdings Group
Texas
$724K
SWA
748
Strategies Wealth Advisors
Michigan
$723K
FDP
749
Financiere des Professionnels
Quebec, Canada
$717K
SWM
750
SeaCrest Wealth Management
New York
$717K