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
MMC
876
Mizuho Markets Cayman
Cayman Islands
$441K
GAM
877
Guinness Asset Management
United Kingdom
$439K
BIG
878
Brookwood Investment Group
Arizona
$438K
FA
879
Fedenia Advisers
Wisconsin
$434K
AWA
880
Aaron Wealth Advisors
Illinois
$433K
LWL
881
Leo Wealth LLC
Texas
$432K
PP
882
PDS Planning
Ohio
$431K
ALAM
883
Asahi Life Asset Management
Japan
$431K
HFW
884
Horizon Family Wealth
Illinois
$430K
AC
885
Aristeia Capital
Connecticut
$430K
DCM
886
Dudley Capital Management
Virginia
$430K
WA
887
Waverly Advisors
Alabama
$428K
WSFS
888
Wilmington Savings Fund Society
Delaware
$427K
AM
889
AGF Management
Ontario, Canada
$425K
FAG
890
Fortitude Advisory Group
Washington
$422K
CFA
891
Cahill Financial Advisors
Minnesota
$416K
GF
892
Gries Financial
Ohio
$411K
EWA
893
EP Wealth Advisors
California
$410K
FW
894
FullCircle Wealth
Texas
$407K
WC
895
Wexford Capital
Florida
$406K
ORG
896
Optimist Retirement Group
Washington
$405K
KFA
897
Krane Funds Advisors
New York
$404K
AFP
898
Ausdal Financial Partners
Iowa
$403K
FPGK
899
Financial Partners Group (Kansas)
Kansas
$401K
CBUSF
900
Construction & Building Unions Superannuation Fund
Australia
$398K