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 %
LWL
876
Leo Wealth LLC
Texas
$432K -$145K -1,127 -25%
PP
877
PDS Planning
Ohio
$431K +$6.04K +47 +1%
ALAM
878
Asahi Life Asset Management
Japan
$431K +$431K +3,355 New
HFW
879
Horizon Family Wealth
Illinois
$430K +$128 +1 +0%
AC
880
Aristeia Capital
Connecticut
$430K +$430K +3,352 New
DCM
881
Dudley Capital Management
Virginia
$430K -$9.63K -75 -2%
WA
882
Waverly Advisors
Alabama
$428K +$428K +3,335 New
WSFS
883
Wilmington Savings Fund Society
Delaware
$427K +$273K +2,123 +176%
AM
884
AGF Management
Ontario, Canada
$425K
FAG
885
Fortitude Advisory Group
Washington
$422K -$50.2K -391 -11%
CFA
886
Cahill Financial Advisors
Minnesota
$416K
GF
887
Gries Financial
Ohio
$411K -$29.4K -229 -7%
EWA
888
EP Wealth Advisors
California
$410K -$52.8K -411 -11%
FW
889
FullCircle Wealth
Texas
$407K
WC
890
Wexford Capital
Florida
$406K -$185K -1,444 -31%
ORG
891
Optimist Retirement Group
Washington
$405K +$33.3K +259 +9%
KFA
892
Krane Funds Advisors
New York
$404K +$404K +3,150 New
AFP
893
Ausdal Financial Partners
Iowa
$403K +$403K +3,136 New
FPGK
894
Financial Partners Group (Kansas)
Kansas
$401K +$401K +3,123 New
CBUSF
895
Construction & Building Unions Superannuation Fund
Australia
$398K +$398K +3,100 New
SIC
896
SFE Investment Counsel
California
$396K
KRW
897
Kaufman Rossin Wealth
Florida
$395K +$395K +3,076 New
B
898
Bellecapital
Switzerland
$392K +$392K +3,056 New
CA
899
Clearstead Advisors
Ohio
$390K +$120K +937 +45%
BAM
900
BOCHK Asset Management
Hong Kong
$385K +$244K +1,900 +173%