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
HAM
751
Harmony Asset Management
Arizona
$701K
GCS
752
Gordian Capital (Singapore)
Singapore
$700K
DT
753
Diversified Trust
Tennessee
$690K
WG
754
Winton Group
United Kingdom
$689K
Walleye Capital
755
Walleye Capital
New York
$687K
BWP
756
Burling Wealth Partners
Illinois
$682K
ACM
757
Accent Capital Management
Ohio
$682K
RS
758
Rakuten Securities
Japan
$676K
PL
759
Plancorp LLC
Missouri
$674K
CA
760
Calton & Associates
Florida
$671K
GC
761
Guidance Capital
Kentucky
$670K
YCM
762
Yousif Capital Management
Michigan
$670K
WIA
763
World Investment Advisors
California
$669K
ECM
764
Everence Capital Management
Indiana
$668K
GIA
765
Gladstone Institutional Advisory
Florida
$668K
HWM
766
HB Wealth Management
Georgia
$666K
SFI
767
Siemens Fonds Invest
Germany
$661K
TWM
768
Tripletail Wealth Management
Florida
$660K
SIA
769
Schear Investment Advisers
Ohio
$654K
HIA
770
Harbor Investment Advisory
Maryland
$653K
FWA
771
FSM Wealth Advisors
Ohio
$651K
CPIG
772
Chicago Partners Investment Group
Illinois
$649K
CMBA
773
C.M. Bidwell & Associates
Hawaii
$649K
CAIMH
774
Central Asset Investments & Management Holdings
Hong Kong
$648K
BFIC
775
Bedell Frazier Investment Counselling
California
$648K