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
HA
776
Harbor Advisors
Florida
$642K
NL
777
NKCFO LLC
Illinois
$642K
DAS
778
Diversify Advisory Services
Utah
$641K
AWA
779
Arete Wealth Advisors
Illinois
$641K
SWM
780
Segment Wealth Management
Texas
$638K
MP
781
McDonald Partners
Ohio
$632K
BCM
782
Berbice Capital Management
New York
$629K
WA
783
Waddell & Associates
Tennessee
$627K
AG
784
AlTi Global
New York
$626K
DWM
785
Dakota Wealth Management
Florida
$624K
LAIC
786
Lederer & Associates Investment Counsel
California
$618K
CM
787
Capula Management
Cayman Islands
$616K
BTI
788
Blue Trust Inc
Georgia
$609K
FT
789
Fiduciary Trust
Massachusetts
$609K
ATC
790
Argent Trust Co
Tennessee
$605K
VC
791
Veracity Capital
Georgia
$605K
TWC
792
TD Waterhouse Canada
Ontario, Canada
$604K
KWM
793
Kingsman Wealth Management
Florida
$603K
FIM
794
Freedom Investment Management
Connecticut
$599K
IA
795
IFG Advisory
Georgia
$596K
JPMIA
796
J.P. Marvel Investment Advisors
Massachusetts
$591K
HGA
797
Hobbs Group Advisors
South Carolina
$590K
MA
798
MONECO Advisors
Connecticut
$590K
LBWM
799
Left Brain Wealth Management
Illinois
$587K
SCM
800
SCS Capital Management
Massachusetts
$586K