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
EB
751
Eastern Bank
Massachusetts
$717K
MA
752
Mosaic Advisors
Texas
$712K
SGCA
753
Steel Grove Capital Advisors
Tennessee
$706K
TA
754
Tactive Advisors
Florida
$705K
HAM
755
Harmony Asset Management
Arizona
$701K
GCS
756
Gordian Capital (Singapore)
Singapore
$700K
DT
757
Diversified Trust
Tennessee
$690K
WG
758
Winton Group
United Kingdom
$689K
Walleye Capital
759
Walleye Capital
New York
$687K
BWP
760
Burling Wealth Partners
Illinois
$682K
ACM
761
Accent Capital Management
Ohio
$682K
RS
762
Rakuten Securities
Japan
$676K
PL
763
Plancorp LLC
Missouri
$674K
CA
764
Calton & Associates
Florida
$671K
GC
765
Guidance Capital
Kentucky
$670K
YCM
766
Yousif Capital Management
Michigan
$670K
WIA
767
World Investment Advisors
California
$669K
ECM
768
Everence Capital Management
Indiana
$668K
GIA
769
Gladstone Institutional Advisory
Florida
$668K
HWM
770
HB Wealth Management
Georgia
$666K
SFI
771
Siemens Fonds Invest
Germany
$661K
TWM
772
Tripletail Wealth Management
Florida
$660K
SIA
773
Schear Investment Advisers
Ohio
$654K
HIA
774
Harbor Investment Advisory
Maryland
$653K
FWA
775
FSM Wealth Advisors
Ohio
$651K