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
CWIG
951
Chung Wu Investment Group
Texas
$345K
IC
952
Inscription Capital
Texas
$343K
MA
953
Montag & Associates
Georgia
$343K
AAM
954
Aureus Asset Management
Massachusetts
$343K
MLL
955
Moody Lynn & Lieberson
Massachusetts
$343K
AWM
956
Ariadne Wealth Management
California
$343K
GGS
957
Galvin Gaustad & Stein
Arizona
$343K
A
958
Allianz
Germany
$339K
CPRC
959
Consolidated Portfolio Review Corp
New York
$338K
SAM
960
Synergy Asset Management
Washington
$336K
CWM
961
Concentrum Wealth Management
California
$335K
SCP
962
Sender Company & Partners
New York
$334K
C
963
Covestor
United Kingdom
$332K
IWM
964
IHT Wealth Management
Illinois
$332K
EW
965
Evoke Wealth
California
$331K
MCM
966
Magnolia Capital Management
New York
$331K
BIM
967
Bridges Investment Management
Nebraska
$331K
CPC
968
Congress Park Capital
New York
$330K
LNWWM
969
Laird Norton Wetherby Wealth Management
California
$329K
BF
970
bLong Financial
Tennessee
$327K
ACM
971
Alta Capital Management
Utah
$326K
CFS
972
CRA Financial Services
New Jersey
$326K
SFS
973
Sharp Financial Services
Pennsylvania
$325K
GA
974
Goldstein Advisors
Wisconsin
$323K
SWP
975
Sagespring Wealth Partners
Tennessee
$322K