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
KPWS
826
Kestra Private Wealth Services
Texas
$530K
DTL
827
Dynamic Technology Lab
Singapore
$529K
MWM
828
Maridea Wealth Management
New York
$525K
HFM
829
Hartford Funds Management
Pennsylvania
$523K
WCM
830
WealthBridge Capital Management
Ohio
$521K
RFC
831
Regions Financial Corp
Alabama
$520K
FSA
832
Fort Sheridan Advisors
Illinois
$518K
GC
833
Grange Capital
Oregon
$517K
ICP
834
Interchange Capital Partners
Pennsylvania
$516K
HFS
835
Hantz Financial Services
Michigan
$514K
UCMOK
836
United Capital Management of KS
Kansas
$514K
EWA
837
EverSource Wealth Advisors
Alabama
$514K
FDS
838
First Dallas Securities
Texas
$513K
SFC
839
Swisher Financial Concepts
Ohio
$511K
GTAM
840
Global Trust Asset Management
Florida
$510K
LSIA
841
LaSalle St. Investment Advisors
Illinois
$508K
KC
842
Kadensa Capital
Hong Kong
$504K
SWP
843
Stratos Wealth Partners
Ohio
$494K
PCIG
844
Partners Capital Investment Group
Massachusetts
$493K
CWM
845
Cornerstone Wealth Management
Missouri
$492K
SAM
846
Seelaus Asset Management
New Jersey
$492K
WCM
847
Washington Capital Management
Washington
$487K
NRG
848
Nemes Rush Group
Michigan
$486K
FHA
849
First Horizon Advisors
Tennessee
$486K
PIA
850
Prakash Investment Advisors
Massachusetts
$484K