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
S
976
Sunpointe
Missouri
$321K
CPA
977
Capital Performance Advisors
California
$321K
AssetMark Inc
978
AssetMark Inc
California
$321K
AIM
979
Advyzon Investment Management
Illinois
$319K
WFAG
980
Worth Financial Advisory Group
North Carolina
$318K
AWC
981
Abundance Wealth Counselors
Pennsylvania
$316K
AIS
982
AM Investment Strategies
Tennessee
$316K
VA
983
VestGen Advisors
Illinois
$316K
SMC
984
Smith, Moore & Co
Missouri
$315K
MWM
985
Modera Wealth Management
New Jersey
$313K
BIG
986
Brooklyn Investment Group
New York
$313K
WFI
987
West Family Investments
California
$310K
PCS
988
Personal CFO Solutions
New Jersey
$310K
WMA
989
Wealth Management Associates
New Jersey
$307K
CF
990
Centaurus Financial
California
$307K
CI
991
Cavalier Investments
Georgia
$305K
MGCM
992
Mane Global Capital Management
New York
$304K
PIM
993
Plato Investment Management
Australia
$303K
SFC
994
SYM Financial Corp
Indiana
$302K
FRA
995
Frank Rimerman Advisors
California
$299K
EFMC
996
Empire Financial Management Company
New York
$297K
EFG
997
Everhart Financial Group
Ohio
$296K
SWA
998
Stratos Wealth Advisors
Ohio
$295K
BIM
999
Barton Investment Management
Pennsylvania
$295K
C
1000
Certuity
Florida
$294K