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
HGA
801
Hobbs Group Advisors
South Carolina
$590K
MA
802
MONECO Advisors
Connecticut
$590K
LBWM
803
Left Brain Wealth Management
Illinois
$587K
SCM
804
SCS Capital Management
Massachusetts
$586K
LIM
805
Leavell Investment Management
Alabama
$584K
CAM
806
Costello Asset Management
Pennsylvania
$577K
MAS
807
Meeder Advisory Services
Ohio
$570K
SCP
808
Sivia Capital Partners
California
$567K
OC
809
Opinicus Capital
Florida
$566K
HI
810
Harbour Investments
Wisconsin
$562K
PFA
811
Peak Financial Advisors
Colorado
$560K
MGP
812
Metis Global Partners
California
$557K
SWA
813
Sax Wealth Advisors
New Jersey
$557K
GM
814
GeoWealth Management
Illinois
$556K
RBWA
815
RFG - Bristol Wealth Advisors
Massachusetts
$554K
KIM
816
Kane Investment Management
California
$553K
IWP
817
Insight Wealth Partners
Texas
$552K
HA
818
Herold Advisors
New York
$551K
VCP
819
Verus Capital Partners
Arizona
$548K
TCA
820
Transcend Capital Advisors
New Jersey
$548K
RCM
821
Raleigh Capital Management
North Carolina
$546K
HW
822
Hancock Whitney
Mississippi
$535K
HT
823
Heritage Trust
Oklahoma
$533K
PA
824
Parallel Advisors
California
$533K
TFA
825
Trinity Financial Advisors
Ohio
$531K