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 %
HIS
1001
Horizon Investment Services
Indiana
$288K +$288K +2,240 New
WEG
1002
World Equity Group
Illinois
$287K +$287K +2,235 New
GJIA
1003
Glass Jacobson Investment Advisors
Maryland
$285K +$11K +86 +4%
BSG
1004
Black Swift Group
Colorado
$283K +$283K +2,200 New
PGWM
1005
Parisi Gray Wealth Management
New Jersey
$282K +$282K +2,195 New
WW
1006
Waterfront Wealth
Kansas
$282K +$282K +2,194 New
LFG
1007
Larson Financial Group
Missouri
$281K -$20.3K -158 -7%
Bank Julius Baer & Co
1008
Bank Julius Baer & Co
Switzerland
$278K -$13.7K -107 -5%
SW
1009
SkyOak Wealth
Michigan
$278K -$385K -3,000 -58%
CA
1010
Continuum Advisory
Idaho
$278K +$68.4K +533 +33%
MM
1011
MQS Management
New York
$274K +$274K +2,132 New
SAM
1012
Secure Asset Management
Michigan
$272K +$272K +2,121 New
AWM
1013
Accurate Wealth Management
Florida
$272K +$272K +2,248 New
ZBNA
1014
Zions Bancorporation, National Association
Utah
$270K +$270K +2,106 New
DC
1015
Davenport & Co
Virginia
$270K +$270K +2,100 New
VFA
1016
Valeo Financial Advisors
Indiana
$269K +$269K +2,094 New
FMLI
1017
Fukoku Mutual Life Insurance
Japan
$269K +$269K +2,094 New
BW
1018
BostonPremier Wealth
Massachusetts
$268K +$268K +2,091 New
SF
1019
Synovus Financial
Georgia
$268K +$268K +2,090 New
FFS
1020
Founders Financial Securities
Maryland
$268K +$268K +2,089 New
FPL
1021
Fortress Private Ledger
North Carolina
$267K +$267K +2,079 New
GFP
1022
Gryphon Financial Partners
Ohio
$264K +$264K +2,058 New
BFA
1023
Beacon Financial Advisory
Ohio
$264K +$264K +2,055 New
FFM
1024
Forum Financial Management
Illinois
$262K -$104K -811 -28%
MSWM
1025
McGlone Suttner Wealth Management
Wisconsin
$261K +$261K +2,034 New