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 %
BA
926
Bluesphere Advisors
Pennsylvania
$361K
CWP
927
Cyndeo Wealth Partners
Florida
$360K +$360K +2,807 New
CC
928
Centiva Capital
New York
$360K +$171K +1,332 +90%
BHIA
929
Birch Hill Investment Advisors
Massachusetts
$359K -$79.6K -620 -18%
RT
930
Rockland Trust
Massachusetts
$359K +$359K +2,793 New
IWA
931
Icon Wealth Advisors
Texas
$357K +$2.57K +20 +0.7%
RIP
932
Reliant Investment Partners
North Carolina
$356K
PTP
933
Platform Technology Partners
New York
$356K +$356K +2,769 New
TAM
934
Titleist Asset Management
Texas
$353K +$353K +2,749 New
OF
935
Optimize Financial
California
$353K +$353K +2,748 New
MWM
936
Mindset Wealth Management
Indiana
$351K -$39.8K -310 -10%
NW
937
NewEdge Wealth
Pennsylvania
$351K +$351K +2,519 New
SFS
938
Sowell Financial Services
Arkansas
$350K -$109K -846 -24%
HWP
939
Highline Wealth Partners
California
$350K -$83.6K -651 -19%
AT
940
American Trust
Kentucky
$350K +$350K +2,724 New
RBFC
941
Roman Butler Fullerton & Co
Missouri
$350K +$350K +2,544 New
LS
942
Livforsakringsbolaget Skandia
Sweden
$349K -$334K -2,600 -49%
DWM
943
Dynasty Wealth Management
Florida
$347K -$212K -1,653 -38%
AF
944
Allworth Financial
California
$347K +$264K +2,052 +316%
CWIG
945
Chung Wu Investment Group
Texas
$345K +$345K +2,690 New
IC
946
Inscription Capital
Texas
$343K +$343K +2,674 New
MA
947
Montag & Associates
Georgia
$343K -$24.3K -189 -7%
AAM
948
Aureus Asset Management
Massachusetts
$343K +$343K +2,673 New
MLL
949
Moody Lynn & Lieberson
Massachusetts
$343K +$343K +2,672 New
AWM
950
Ariadne Wealth Management
California
$343K +$26K +189 +8%