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
17.23%
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 %
DAS
776
Diversify Advisory Services
Utah
$641K +$175K +1,219 +38%
AWA
777
Arete Wealth Advisors
Illinois
$641K -$60.3K -470 -9%
SWM
778
Segment Wealth Management
Texas
$638K +$2.18K +17 +0.3%
MP
779
McDonald Partners
Ohio
$632K
BCM
780
Berbice Capital Management
New York
$629K +$25.7K +200 +4%
WA
781
Waddell & Associates
Tennessee
$627K +$166K +1,290 +36%
AG
782
AlTi Global
New York
$626K +$15.9K +124 +3%
DWM
783
Dakota Wealth Management
Florida
$624K -$4.52M -35,220 -88%
LAIC
784
Lederer & Associates Investment Counsel
California
$618K -$587K -4,572 -49%
CM
785
Capula Management
Cayman Islands
$616K +$616K +4,800 New
BTI
786
Blue Trust Inc
Georgia
$609K +$419K +3,263 +220%
FT
787
Fiduciary Trust
Massachusetts
$609K +$609K +4,741 New
ATC
788
Argent Trust Co
Tennessee
$605K +$37.9K +295 +7%
VC
789
Veracity Capital
Georgia
$605K -$26.1K -203 -4%
TWC
790
TD Waterhouse Canada
Ontario, Canada
$604K -$1.99M -16,220 -77%
KWM
791
Kingsman Wealth Management
Florida
$603K +$128 +1 +0%
FIM
792
Freedom Investment Management
Connecticut
$599K +$215K +1,672 +56%
IA
793
IFG Advisory
Georgia
$596K +$58K +452 +11%
JPMIA
794
J.P. Marvel Investment Advisors
Massachusetts
$591K
HGA
795
Hobbs Group Advisors
South Carolina
$590K +$590K +4,595 New
MA
796
MONECO Advisors
Connecticut
$590K -$1.03K -8 -0.2%
LBWM
797
Left Brain Wealth Management
Illinois
$587K +$587K +4,575 New
SCM
798
SCS Capital Management
Massachusetts
$586K +$1.93K +15 +0.3%
LIM
799
Leavell Investment Management
Alabama
$584K +$156K +1,215 +36%
CAM
800
Costello Asset Management
Pennsylvania
$577K