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
SF
1026
Synovus Financial
Georgia
$268K
FFS
1027
Founders Financial Securities
Maryland
$268K
FPL
1028
Fortress Private Ledger
North Carolina
$267K
GFP
1029
Gryphon Financial Partners
Ohio
$264K
BFA
1030
Beacon Financial Advisory
Ohio
$264K
FFM
1031
Forum Financial Management
Illinois
$262K
MSWM
1032
McGlone Suttner Wealth Management
Wisconsin
$261K
LOIM
1033
Liberty One Investment Management
Illinois
$259K
IP
1034
Investment Partners
Ohio
$257K
CH
1035
Canton Hathaway
Rhode Island
$257K
FSA
1036
Financial Sense Advisors
California
$257K
GCM
1037
Gallacher Capital Management
Colorado
$257K
SL
1038
Siren LLC
Connecticut
$257K
PP
1039
PDT Partners
New York
$257K
GCP
1040
GSA Capital Partners
United Kingdom
$256K
LGA
1041
Lebenthal Global Advisors
New York
$250K
NA
1042
Nautilus Advisors
California
$250K
GWM
1043
Gitterman Wealth Management
New Jersey
$249K
RFA
1044
Register Financial Advisors
Georgia
$247K
AG
1045
AIA Group
Hong Kong
$246K
CGL
1046
Clarius Group LLC
Washington
$246K
PSFG
1047
Park Square Financial Group
Georgia
$245K
AA
1048
Alta Advisers
United Kingdom
$239K
FCM
1049
Fourpath Capital Management
Oklahoma
$235K
CFD
1050
Creative Financial Designs
Indiana
$232K