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 %
LOIM
1026
Liberty One Investment Management
Illinois
$259K +$17.6K +137 +7%
IP
1027
Investment Partners
Ohio
$257K +$257K +2,003 New
CH
1028
Canton Hathaway
Rhode Island
$257K +$257K +2,000 New
SL
1029
Siren LLC
Connecticut
$257K +$257K +2,000 New
FSA
1030
Financial Sense Advisors
California
$257K +$257K +2,000 New
PP
1031
PDT Partners
New York
$257K +$257K +2,000 New
GCM
1032
Gallacher Capital Management
Colorado
$257K +$257K +2,000 New
GCP
1033
GSA Capital Partners
United Kingdom
$256K -$234K -1,822 -48%
LGA
1034
Lebenthal Global Advisors
New York
$250K +$250K +1,950 New
NA
1035
Nautilus Advisors
California
$250K +$250K +1,946 New
GWM
1036
Gitterman Wealth Management
New Jersey
$249K +$249K +1,938 New
RFA
1037
Register Financial Advisors
Georgia
$247K +$247K +1,920 New
AG
1038
AIA Group
Hong Kong
$246K -$133K -1,039 -35%
CGL
1039
Clarius Group LLC
Washington
$246K +$246K +1,915 New
PSFG
1040
Park Square Financial Group
Georgia
$245K +$43.3K +337 +21%
AA
1041
Alta Advisers
United Kingdom
$239K +$239K +1,863 New
FCM
1042
Fourpath Capital Management
Oklahoma
$235K +$235K +1,832 New
CFD
1043
Creative Financial Designs
Indiana
$232K +$21.2K +165 +10%
DWT
1044
Dorsey & Whitney Trust
South Dakota
$230K +$230K +1,794 New
GSEP
1045
Golden State Equity Partners
California
$230K +$230K +1,790 New
NEWAS
1046
N.E.W. Advisory Services
Wisconsin
$229K -$747K -5,816 -77%
WC
1047
Westhampton Capital
North Carolina
$229K +$229K +1,785 New
GS
1048
GWN Securities
Florida
$229K -$524K -4,080 -70%
HCM
1049
Howard Capital Management
Georgia
$229K +$229K +1,783 New
HSA
1050
HBK Sorce Advisory
Pennsylvania
$228K +$228K +1,776 New