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
NW
1001
Naviter Wealth
Arkansas
$294K
TM
1002
TigerOak Management
New Mexico
$294K
AO
1003
Advisor OS
Illinois
$293K
TC
1004
TwinBeech Capital
New York
$289K
CSPIA
1005
Cary Street Partners Investment Advisory
Virginia
$289K
EFS
1006
Essex Financial Services
Connecticut
$289K
HIS
1007
Horizon Investment Services
Indiana
$288K
WEG
1008
World Equity Group
Illinois
$287K
GJIA
1009
Glass Jacobson Investment Advisors
Maryland
$285K
BSG
1010
Black Swift Group
Colorado
$283K
PGWM
1011
Parisi Gray Wealth Management
New Jersey
$282K
WW
1012
Waterfront Wealth
Kansas
$282K
LFG
1013
Larson Financial Group
Missouri
$281K
Bank Julius Baer & Co
1014
Bank Julius Baer & Co
Switzerland
$278K
SW
1015
SkyOak Wealth
Michigan
$278K
CA
1016
Continuum Advisory
Idaho
$278K
HPC
1017
HM Payson & Co
Maine
$276K
MM
1018
MQS Management
New York
$274K
SAM
1019
Secure Asset Management
Michigan
$272K
AWM
1020
Accurate Wealth Management
Florida
$272K
ZBNA
1021
Zions Bancorporation, National Association
Utah
$270K
DC
1022
Davenport & Co
Virginia
$270K
VFA
1023
Valeo Financial Advisors
Indiana
$269K
FMLI
1024
Fukoku Mutual Life Insurance
Japan
$269K
BW
1025
BostonPremier Wealth
Massachusetts
$268K