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 %
RFC
826
Regions Financial Corp
Alabama
$520K +$520K +4,052 New
FSA
827
Fort Sheridan Advisors
Illinois
$518K +$64.2K +500 +14%
GC
828
Grange Capital
Oregon
$517K -$287K -2,235 -36%
ICP
829
Interchange Capital Partners
Pennsylvania
$516K -$19.1K -149 -4%
HFS
830
Hantz Financial Services
Michigan
$514K +$80.3K +626 +19%
UCMOK
831
United Capital Management of KS
Kansas
$514K +$514K +4,000 New
EWA
832
EverSource Wealth Advisors
Alabama
$514K +$269K +2,092 +110%
FDS
833
First Dallas Securities
Texas
$513K +$126K +978 +32%
SFC
834
Swisher Financial Concepts
Ohio
$511K +$55K +428 +12%
GTAM
835
Global Trust Asset Management
Florida
$510K +$510K +3,974 New
LSIA
836
LaSalle St. Investment Advisors
Illinois
$508K +$66.9K +521 +15%
KC
837
Kadensa Capital
Hong Kong
$504K +$504K +3,925 New
SWP
838
Stratos Wealth Partners
Ohio
$494K -$2.95K -23 -0.6%
PCIG
839
Partners Capital Investment Group
Massachusetts
$493K +$493K +3,838 New
CWM
840
Cornerstone Wealth Management
Missouri
$492K +$492K +3,834 New
SAM
841
Seelaus Asset Management
New Jersey
$492K +$492K +3,830 New
WCM
842
Washington Capital Management
Washington
$487K +$487K +3,795 New
NRG
843
Nemes Rush Group
Michigan
$486K +$4.88K +38 +1%
FHA
844
First Horizon Advisors
Tennessee
$486K -$39.7K -309 -8%
PIA
845
Prakash Investment Advisors
Massachusetts
$484K -$722 -10 -0.1%
TCG
846
Transcendent Capital Group
Oklahoma
$484K +$484K +3,771 New
Kovitz Investment Group Partners
847
Kovitz Investment Group Partners
Illinois
$484K +$484K +3,767 New
CI
848
Cigna Investments
Connecticut
$482K +$16.3K +127 +4%
SWM
849
Spire Wealth Management
Virginia
$482K +$141K +1,096 +41%
AFG
850
Atomi Financial Group
New York
$478K +$45.3K +353 +10%