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
WFAG
976
Worth Financial Advisory Group
North Carolina
$318K
AWC
977
Abundance Wealth Counselors
Pennsylvania
$316K
AIS
978
AM Investment Strategies
Tennessee
$316K
VA
979
VestGen Advisors
Illinois
$316K
SMC
980
Smith, Moore & Co
Missouri
$315K
MWM
981
Modera Wealth Management
New Jersey
$313K
BIG
982
Brooklyn Investment Group
New York
$313K
WFI
983
West Family Investments
California
$310K
PCS
984
Personal CFO Solutions
New Jersey
$310K
WMA
985
Wealth Management Associates
New Jersey
$307K
CF
986
Centaurus Financial
California
$307K
CI
987
Cavalier Investments
Georgia
$305K
MGCM
988
Mane Global Capital Management
New York
$304K
PIM
989
Plato Investment Management
Australia
$303K
SFC
990
SYM Financial Corp
Indiana
$302K
FRA
991
Frank Rimerman Advisors
California
$299K
EFMC
992
Empire Financial Management Company
New York
$297K
EFG
993
Everhart Financial Group
Ohio
$296K
SWA
994
Stratos Wealth Advisors
Ohio
$295K
BIM
995
Barton Investment Management
Pennsylvania
$295K
C
996
Certuity
Florida
$294K
NW
997
Naviter Wealth
Arkansas
$294K
TM
998
TigerOak Management
New Mexico
$294K
AO
999
Advisor OS
Illinois
$293K
TC
1000
TwinBeech Capital
New York
$289K