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
AAP
926
Arax Advisory Partners
Colorado
$371K
EI
927
Ellevest Inc
New York
$365K
AWM
928
Atticus Wealth Management
Florida
$365K
RA
929
RFG Advisory
Alabama
$364K
WCM
930
Washburn Capital Management
Florida
$362K
PFS
931
Prospect Financial Services
New York
$362K
BA
932
Bluesphere Advisors
Pennsylvania
$361K
CWP
933
Cyndeo Wealth Partners
Florida
$360K
CC
934
Centiva Capital
New York
$360K
BHIA
935
Birch Hill Investment Advisors
Massachusetts
$359K
RT
936
Rockland Trust
Massachusetts
$359K
IWA
937
Icon Wealth Advisors
Texas
$357K
RIP
938
Reliant Investment Partners
North Carolina
$356K
PTP
939
Platform Technology Partners
New York
$356K
TAM
940
Titleist Asset Management
Texas
$353K
OF
941
Optimize Financial
California
$353K
MWM
942
Mindset Wealth Management
Indiana
$351K
NW
943
NewEdge Wealth
Pennsylvania
$351K
SFS
944
Sowell Financial Services
Arkansas
$350K
HWP
945
Highline Wealth Partners
California
$350K
AT
946
American Trust
Kentucky
$350K
RBFC
947
Roman Butler Fullerton & Co
Missouri
$350K
LS
948
Livforsakringsbolaget Skandia
Sweden
$349K
DWM
949
Dynasty Wealth Management
Florida
$347K
AF
950
Allworth Financial
California
$347K