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
FA
876
Fedenia Advisers
Wisconsin
$434K
AWA
877
Aaron Wealth Advisors
Illinois
$433K
LWL
878
Leo Wealth LLC
Texas
$432K
PP
879
PDS Planning
Ohio
$431K
ALAM
880
Asahi Life Asset Management
Japan
$431K
HFW
881
Horizon Family Wealth
Illinois
$430K
AC
882
Aristeia Capital
Connecticut
$430K
DCM
883
Dudley Capital Management
Virginia
$430K
WA
884
Waverly Advisors
Alabama
$428K
WSFS
885
Wilmington Savings Fund Society
Delaware
$427K
AM
886
AGF Management
Ontario, Canada
$425K
FAG
887
Fortitude Advisory Group
Washington
$422K
CFA
888
Cahill Financial Advisors
Minnesota
$416K
GF
889
Gries Financial
Ohio
$411K
EWA
890
EP Wealth Advisors
California
$410K
FW
891
FullCircle Wealth
Texas
$407K
WC
892
Wexford Capital
Florida
$406K
ORG
893
Optimist Retirement Group
Washington
$405K
KFA
894
Krane Funds Advisors
New York
$404K
AFP
895
Ausdal Financial Partners
Iowa
$403K
FPGK
896
Financial Partners Group (Kansas)
Kansas
$401K
CBUSF
897
Construction & Building Unions Superannuation Fund
Australia
$398K
SIC
898
SFE Investment Counsel
California
$396K
KRW
899
Kaufman Rossin Wealth
Florida
$395K
B
900
Bellecapital
Switzerland
$392K