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 %
MAS
801
Meeder Advisory Services
Ohio
$570K +$10.9K +85 +2%
SCP
802
Sivia Capital Partners
California
$567K +$567K +4,417 New
OC
803
Opinicus Capital
Florida
$566K -$369K -2,877 -40%
HI
804
Harbour Investments
Wisconsin
$562K +$275K +2,138 +96%
PFA
805
Peak Financial Advisors
Colorado
$560K +$560K +4,364 New
CAM
806
Cresset Asset Management
Illinois
$560K -$679K -5,289 -55%
MGP
807
Metis Global Partners
California
$557K -$258K -2,012 -32%
SWA
808
Sax Wealth Advisors
New Jersey
$557K -$13.1K -102 -2%
GM
809
GeoWealth Management
Illinois
$556K -$5.27K -41 -0.9%
RBWA
810
RFG - Bristol Wealth Advisors
Massachusetts
$554K -$869K -6,768 -61%
KIM
811
Kane Investment Management
California
$553K -$292K -2,277 -35%
IWP
812
Insight Wealth Partners
Texas
$552K +$152K +1,180 +38%
HA
813
Herold Advisors
New York
$551K +$44.3K +345 +9%
VCP
814
Verus Capital Partners
Arizona
$548K -$295K -2,297 -35%
TCA
815
Transcend Capital Advisors
New Jersey
$548K -$10.5K -82 -2%
RCM
816
Raleigh Capital Management
North Carolina
$546K -$22.5K -175 -4%
HW
817
Hancock Whitney
Mississippi
$535K -$8.02M -62,469 -94%
HT
818
Heritage Trust
Oklahoma
$533K +$65K +506 +14%
PA
819
Parallel Advisors
California
$533K +$92.7K +722 +21%
TFA
820
Trinity Financial Advisors
Ohio
$531K +$531K +4,135 New
KPWS
821
Kestra Private Wealth Services
Texas
$530K -$3.72K -29 -0.7%
DTL
822
Dynamic Technology Lab
Singapore
$529K +$122K +950 +30%
MWM
823
Maridea Wealth Management
New York
$525K +$525K +4,087 New
HFM
824
Hartford Funds Management
Pennsylvania
$523K +$523K +4,074 New
WCM
825
WealthBridge Capital Management
Ohio
$521K +$122K +954 +31%