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
SIC
901
SFE Investment Counsel
California
$396K
KRW
902
Kaufman Rossin Wealth
Florida
$395K
B
903
Bellecapital
Switzerland
$392K
CA
904
Clearstead Advisors
Ohio
$390K
BAM
905
BOCHK Asset Management
Hong Kong
$385K
UM
906
Ulysses Management
New York
$385K
TDC
907
Thompson Davis & Co
Virginia
$385K
CAM
908
Cresset Asset Management
Illinois
$385K
JCM
909
Jacobi Capital Management
Pennsylvania
$383K
BCA
910
Bay Colony Advisors
Massachusetts
$381K
VFA
911
Voya Financial Advisors
Connecticut
$381K
OL
912
Optas LLC
Texas
$381K
IAMOG
913
Investors Asset Management of Georgia
Georgia
$381K
MAC
914
Mason & Associates (California)
California
$378K
AIP
915
Almanack Investment Partners
Pennsylvania
$378K
GPA
916
Guerra Pan Advisors
New Jersey
$376K
AFM
917
Aspetuck Financial Management
Connecticut
$376K
CF
918
Cantor Fitzgerald
New York
$375K
ISL
919
Ingalls & Snyder LLC
New York
$375K
LA
920
LexAurum Advisors
Kansas
$374K
CW
921
Channel Wealth
California
$373K
EA
922
Enclave Advisors
Texas
$373K
EFG
923
Elm3 Financial Group
Georgia
$372K
BP
924
Ballentine Partners
Massachusetts
$372K
GI
925
GAMMA Investing
California
$371K