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
CPIG
776
Chicago Partners Investment Group
Illinois
$649K
CMBA
777
C.M. Bidwell & Associates
Hawaii
$649K
CAIMH
778
Central Asset Investments & Management Holdings
Hong Kong
$648K
BFIC
779
Bedell Frazier Investment Counselling
California
$648K
HA
780
Harbor Advisors
Florida
$642K
NL
781
NKCFO LLC
Illinois
$642K
DAS
782
Diversify Advisory Services
Utah
$641K
AWA
783
Arete Wealth Advisors
Illinois
$641K
SWM
784
Segment Wealth Management
Texas
$638K
MP
785
McDonald Partners
Ohio
$632K
BCM
786
Berbice Capital Management
New York
$629K
WA
787
Waddell & Associates
Tennessee
$627K
AG
788
AlTi Global
New York
$626K
DWM
789
Dakota Wealth Management
Florida
$624K
LAIC
790
Lederer & Associates Investment Counsel
California
$618K
CM
791
Capula Management
Cayman Islands
$616K
BTI
792
Blue Trust Inc
Georgia
$609K
FT
793
Fiduciary Trust
Massachusetts
$609K
ATC
794
Argent Trust Co
Tennessee
$605K
VC
795
Veracity Capital
Georgia
$605K
TWC
796
TD Waterhouse Canada
Ontario, Canada
$604K
KWM
797
Kingsman Wealth Management
Florida
$603K
FIM
798
Freedom Investment Management
Connecticut
$599K
IA
799
IFG Advisory
Georgia
$596K
JPMIA
800
J.P. Marvel Investment Advisors
Massachusetts
$591K