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 %
AIS
976
AM Investment Strategies
Tennessee
$316K +$316K +2,465 New
VA
977
VestGen Advisors
Illinois
$316K +$316K +2,458 New
SMC
978
Smith, Moore & Co
Missouri
$315K +$315K +2,456 New
MWM
979
Modera Wealth Management
New Jersey
$313K +$313K +2,440 New
BIG
980
Brooklyn Investment Group
New York
$313K +$145K +1,130 +86%
WFI
981
West Family Investments
California
$310K +$310K +2,418 New
PCS
982
Personal CFO Solutions
New Jersey
$310K +$310K +2,415 New
WMA
983
Wealth Management Associates
New Jersey
$307K +$307K +2,392 New
CF
984
Centaurus Financial
California
$307K -$642 -5 -0.2%
CI
985
Cavalier Investments
Georgia
$305K +$305K +2,372 New
MGCM
986
Mane Global Capital Management
New York
$304K +$304K +2,369 New
PIM
987
Plato Investment Management
Australia
$303K -$506K -3,954 -63%
SFC
988
SYM Financial Corp
Indiana
$302K +$302K +2,348 New
FRA
989
Frank Rimerman Advisors
California
$299K +$299K +2,326 New
EFMC
990
Empire Financial Management Company
New York
$297K +$297K +2,314 New
EFG
991
Everhart Financial Group
Ohio
$296K +$296K +2,305 New
SWA
992
Stratos Wealth Advisors
Ohio
$295K -$70K -545 -19%
BIM
993
Barton Investment Management
Pennsylvania
$295K +$295K +2,300 New
C
994
Certuity
Florida
$294K +$294K +2,291 New
NW
995
Naviter Wealth
Arkansas
$294K +$294K +2,289 New
TM
996
TigerOak Management
New Mexico
$294K +$294K +2,286 New
AO
997
Advisor OS
Illinois
$293K +$293K +2,278 New
TC
998
TwinBeech Capital
New York
$289K -$117M -914,645 -100%
CSPIA
999
Cary Street Partners Investment Advisory
Virginia
$289K +$66.4K +517 +30%
EFS
1000
Essex Financial Services
Connecticut
$289K +$289K +2,252 New