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
MLL
951
Moody Lynn & Lieberson
Massachusetts
$343K
AWM
952
Ariadne Wealth Management
California
$343K
GGS
953
Galvin Gaustad & Stein
Arizona
$343K
A
954
Allianz
Germany
$339K
CPRC
955
Consolidated Portfolio Review Corp
New York
$338K
SAM
956
Synergy Asset Management
Washington
$336K
CWM
957
Concentrum Wealth Management
California
$335K
SCP
958
Sender Company & Partners
New York
$334K
C
959
Covestor
United Kingdom
$332K
IWM
960
IHT Wealth Management
Illinois
$332K
EW
961
Evoke Wealth
California
$331K
MCM
962
Magnolia Capital Management
New York
$331K
BIM
963
Bridges Investment Management
Nebraska
$331K
CPC
964
Congress Park Capital
New York
$330K
LNWWM
965
Laird Norton Wetherby Wealth Management
California
$329K
BF
966
bLong Financial
Tennessee
$327K
ACM
967
Alta Capital Management
Utah
$326K
CFS
968
CRA Financial Services
New Jersey
$326K
SFS
969
Sharp Financial Services
Pennsylvania
$325K
GA
970
Goldstein Advisors
Wisconsin
$323K
SWP
971
Sagespring Wealth Partners
Tennessee
$322K
S
972
Sunpointe
Missouri
$321K
CPA
973
Capital Performance Advisors
California
$321K
AssetMark Inc
974
AssetMark Inc
California
$321K
AIM
975
Advyzon Investment Management
Illinois
$319K