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 %
TDC
901
Thompson Davis & Co
Virginia
$385K +$385K +3,000 New
UM
902
Ulysses Management
New York
$385K +$385K +3,000 New
JCM
903
Jacobi Capital Management
Pennsylvania
$383K +$383K +2,985 New
BCA
904
Bay Colony Advisors
Massachusetts
$381K +$381K +2,967 New
VFA
905
Voya Financial Advisors
Connecticut
$381K -$12.6K -99 -3%
OL
906
Optas LLC
Texas
$381K -$352K -2,743 -48%
IAMOG
907
Investors Asset Management of Georgia
Georgia
$381K +$381K +2,965 New
MAC
908
Mason & Associates (California)
California
$378K -$40.1K -312 -10%
AIP
909
Almanack Investment Partners
Pennsylvania
$378K -$44.2K -344 -10%
GPA
910
Guerra Pan Advisors
New Jersey
$376K
AFM
911
Aspetuck Financial Management
Connecticut
$376K +$376K +2,928 New
CF
912
Cantor Fitzgerald
New York
$375K +$375K +2,923 New
ISL
913
Ingalls & Snyder LLC
New York
$375K -$3.86K -30 -1%
LA
914
LexAurum Advisors
Kansas
$374K +$374K +2,910 New
CW
915
Channel Wealth
California
$373K -$2.21M -17,199 -86%
EA
916
Enclave Advisors
Texas
$373K +$373K +2,904 New
EFG
917
Elm3 Financial Group
Georgia
$372K -$23.6K -184 -6%
BP
918
Ballentine Partners
Massachusetts
$372K +$372K +2,894 New
GI
919
GAMMA Investing
California
$371K +$45.1K +351 +14%
AAP
920
Arax Advisory Partners
Colorado
$371K +$37K +288 +11%
EI
921
Ellevest Inc
New York
$365K +$365K +2,845 New
AWM
922
Atticus Wealth Management
Florida
$365K +$127K +992 +54%
RA
923
RFG Advisory
Alabama
$364K +$364K +2,835 New
WCM
924
Washburn Capital Management
Florida
$362K
PFS
925
Prospect Financial Services
New York
$362K -$48.3K -376 -12%