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
17.24%
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 %
FNBT
851
FineMark National Bank & Trust
Florida
$478K -$39.7K -309 -8%
CW
852
CreativeOne Wealth
Kansas
$475K +$87.8K +684 +23%
GAA
853
Global Assets Advisory
Florida
$471K -$265K -2,159 -36%
RFN
854
Redwood Financial Network
Ohio
$467K +$467K +3,633 New
MGIA
855
Moneta Group Investment Advisors
Missouri
$465K -$3.72K -29 -0.8%
WPC
856
Wedmont Private Capital
Pennsylvania
$463K +$82K +639 +22%
PFGIA
857
Patriot Financial Group Insurance Agency
Massachusetts
$462K +$8.86K +69 +2%
CLOS
858
Compagnie Lombard Odier SCmA
Switzerland
$457K +$32.1K +250 +8%
STA
859
Summit Trail Advisors
New York
$456K +$456K +3,555 New
HBW
860
Hazlett, Burt & Watson
West Virginia
$456K +$187K +1,455 +69%
NFG
861
Nations Financial Group
Iowa
$455K +$455K +3,545 New
GAM
862
Grandview Asset Management
Pennsylvania
$454K +$12.3K +96 +3%
SXL
863
Summit X LLC
Missouri
$453K +$453K +3,526 New
CA
864
Claro Advisors
Massachusetts
$452K -$282K -2,197 -38%
LWM
865
Liberty Wealth Management
California
$452K +$452K +3,517 New
HFAS
866
Hummer Financial Advisory Services
Illinois
$449K
CGH
867
Crossmark Global Holdings
Texas
$449K +$28.3K +220 +7%
GWM
868
Geneos Wealth Management
Colorado
$449K -$476K -3,704 -51%
CA
869
CoreCap Advisors
Michigan
$446K +$270K +2,104 +153%
SYBT
870
Stock Yards Bank & Trust
Kentucky
$443K +$74.6K +581 +20%
MMC
871
Mizuho Markets Cayman
Cayman Islands
$441K -$1.47M -11,444 -77%
GAM
872
Guinness Asset Management
United Kingdom
$439K -$101K -790 -19%
BIG
873
Brookwood Investment Group
Arizona
$438K +$1.8K +14 +0.4%
FA
874
Fedenia Advisers
Wisconsin
$434K +$434K +3,380 New
AWA
875
Aaron Wealth Advisors
Illinois
$433K -$3.47K -27 -0.8%