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
CSPIA
1001
Cary Street Partners Investment Advisory
Virginia
$289K
EFS
1002
Essex Financial Services
Connecticut
$289K
HIS
1003
Horizon Investment Services
Indiana
$288K
WEG
1004
World Equity Group
Illinois
$287K
GJIA
1005
Glass Jacobson Investment Advisors
Maryland
$285K
BSG
1006
Black Swift Group
Colorado
$283K
PGWM
1007
Parisi Gray Wealth Management
New Jersey
$282K
WW
1008
Waterfront Wealth
Kansas
$282K
LFG
1009
Larson Financial Group
Missouri
$281K
Bank Julius Baer & Co
1010
Bank Julius Baer & Co
Switzerland
$278K
SW
1011
SkyOak Wealth
Michigan
$278K
CA
1012
Continuum Advisory
Idaho
$278K
HPC
1013
HM Payson & Co
Maine
$276K
MM
1014
MQS Management
New York
$274K
SAM
1015
Secure Asset Management
Michigan
$272K
AWM
1016
Accurate Wealth Management
Florida
$272K
ZBNA
1017
Zions Bancorporation, National Association
Utah
$270K
DC
1018
Davenport & Co
Virginia
$270K
VFA
1019
Valeo Financial Advisors
Indiana
$269K
FMLI
1020
Fukoku Mutual Life Insurance
Japan
$269K
BW
1021
BostonPremier Wealth
Massachusetts
$268K
SF
1022
Synovus Financial
Georgia
$268K
FFS
1023
Founders Financial Securities
Maryland
$268K
FPL
1024
Fortress Private Ledger
North Carolina
$267K
GFP
1025
Gryphon Financial Partners
Ohio
$264K