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
HFM
826
Hartford Funds Management
Pennsylvania
$523K
WCM
827
WealthBridge Capital Management
Ohio
$521K
RFC
828
Regions Financial Corp
Alabama
$520K
FSA
829
Fort Sheridan Advisors
Illinois
$518K
GC
830
Grange Capital
Oregon
$517K
ICP
831
Interchange Capital Partners
Pennsylvania
$516K
HFS
832
Hantz Financial Services
Michigan
$514K
UCMOK
833
United Capital Management of KS
Kansas
$514K
EWA
834
EverSource Wealth Advisors
Alabama
$514K
FDS
835
First Dallas Securities
Texas
$513K
SFC
836
Swisher Financial Concepts
Ohio
$511K
GTAM
837
Global Trust Asset Management
Florida
$510K
LSIA
838
LaSalle St. Investment Advisors
Illinois
$508K
KC
839
Kadensa Capital
Hong Kong
$504K
SWP
840
Stratos Wealth Partners
Ohio
$494K
PCIG
841
Partners Capital Investment Group
Massachusetts
$493K
CWM
842
Cornerstone Wealth Management
Missouri
$492K
SAM
843
Seelaus Asset Management
New Jersey
$492K
WCM
844
Washington Capital Management
Washington
$487K
NRG
845
Nemes Rush Group
Michigan
$486K
FHA
846
First Horizon Advisors
Tennessee
$486K
PIA
847
Prakash Investment Advisors
Massachusetts
$484K
TCG
848
Transcendent Capital Group
Oklahoma
$484K
Kovitz Investment Group Partners
849
Kovitz Investment Group Partners
Illinois
$484K
CI
850
Cigna Investments
Connecticut
$482K