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
WCM
926
Washburn Capital Management
Florida
$362K
PFS
927
Prospect Financial Services
New York
$362K
BA
928
Bluesphere Advisors
Pennsylvania
$361K
CWP
929
Cyndeo Wealth Partners
Florida
$360K
CC
930
Centiva Capital
New York
$360K
BHIA
931
Birch Hill Investment Advisors
Massachusetts
$359K
RT
932
Rockland Trust
Massachusetts
$359K
IWA
933
Icon Wealth Advisors
Texas
$357K
RIP
934
Reliant Investment Partners
North Carolina
$356K
PTP
935
Platform Technology Partners
New York
$356K
TAM
936
Titleist Asset Management
Texas
$353K
OF
937
Optimize Financial
California
$353K
MWM
938
Mindset Wealth Management
Indiana
$351K
NW
939
NewEdge Wealth
Pennsylvania
$351K
SFS
940
Sowell Financial Services
Arkansas
$350K
HWP
941
Highline Wealth Partners
California
$350K
AT
942
American Trust
Kentucky
$350K
RBFC
943
Roman Butler Fullerton & Co
Missouri
$350K
LS
944
Livforsakringsbolaget Skandia
Sweden
$349K
DWM
945
Dynasty Wealth Management
Florida
$347K
AF
946
Allworth Financial
California
$347K
CWIG
947
Chung Wu Investment Group
Texas
$345K
IC
948
Inscription Capital
Texas
$343K
MA
949
Montag & Associates
Georgia
$343K
AAM
950
Aureus Asset Management
Massachusetts
$343K