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
LIM
801
Leavell Investment Management
Alabama
$584K
CAM
802
Costello Asset Management
Pennsylvania
$577K
MAS
803
Meeder Advisory Services
Ohio
$570K
SCP
804
Sivia Capital Partners
California
$567K
OC
805
Opinicus Capital
Florida
$566K
HI
806
Harbour Investments
Wisconsin
$562K
PFA
807
Peak Financial Advisors
Colorado
$560K
CAM
808
Cresset Asset Management
Illinois
$560K
MGP
809
Metis Global Partners
California
$557K
SWA
810
Sax Wealth Advisors
New Jersey
$557K
GM
811
GeoWealth Management
Illinois
$556K
RBWA
812
RFG - Bristol Wealth Advisors
Massachusetts
$554K
KIM
813
Kane Investment Management
California
$553K
IWP
814
Insight Wealth Partners
Texas
$552K
HA
815
Herold Advisors
New York
$551K
VCP
816
Verus Capital Partners
Arizona
$548K
TCA
817
Transcend Capital Advisors
New Jersey
$548K
RCM
818
Raleigh Capital Management
North Carolina
$546K
HW
819
Hancock Whitney
Mississippi
$535K
HT
820
Heritage Trust
Oklahoma
$533K
PA
821
Parallel Advisors
California
$533K
TFA
822
Trinity Financial Advisors
Ohio
$531K
KPWS
823
Kestra Private Wealth Services
Texas
$530K
DTL
824
Dynamic Technology Lab
Singapore
$529K
MWM
825
Maridea Wealth Management
New York
$525K