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
BFA
1026
Beacon Financial Advisory
Ohio
$264K
FFM
1027
Forum Financial Management
Illinois
$262K
MSWM
1028
McGlone Suttner Wealth Management
Wisconsin
$261K
LOIM
1029
Liberty One Investment Management
Illinois
$259K
IP
1030
Investment Partners
Ohio
$257K
CH
1031
Canton Hathaway
Rhode Island
$257K
GCM
1032
Gallacher Capital Management
Colorado
$257K
SL
1033
Siren LLC
Connecticut
$257K
FSA
1034
Financial Sense Advisors
California
$257K
PP
1035
PDT Partners
New York
$257K
GCP
1036
GSA Capital Partners
United Kingdom
$256K
LGA
1037
Lebenthal Global Advisors
New York
$250K
NA
1038
Nautilus Advisors
California
$250K
GWM
1039
Gitterman Wealth Management
New Jersey
$249K
RFA
1040
Register Financial Advisors
Georgia
$247K
AG
1041
AIA Group
Hong Kong
$246K
CGL
1042
Clarius Group LLC
Washington
$246K
PSFG
1043
Park Square Financial Group
Georgia
$245K
AA
1044
Alta Advisers
United Kingdom
$239K
FCM
1045
Fourpath Capital Management
Oklahoma
$235K
CFD
1046
Creative Financial Designs
Indiana
$232K
DWT
1047
Dorsey & Whitney Trust
South Dakota
$230K
GSEP
1048
Golden State Equity Partners
California
$230K
NEWAS
1049
N.E.W. Advisory Services
Wisconsin
$229K
WC
1050
Westhampton Capital
North Carolina
$229K