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 %
NP
1051
NorthRock Partners
Minnesota
$227K +$227K +1,768 New
MW
1052
MBL Wealth
North Carolina
$227K +$227K +1,767 New
GLA
1053
Good Life Advisors
Pennsylvania
$227K +$227K +1,765 New
WIC
1054
Woodmont Investment Counsel
Tennessee
$225K +$225K +1,749 New
RIL
1055
Rothschild Investment LLC
Illinois
$224K +$1.54K +12 +0.7%
CWA
1056
Cura Wealth Advisors
Illinois
$223K +$223K +1,740 New
OBWG
1057
Onyx Bridge Wealth Group
New York
$222K +$222K +1,727 New
SIM
1058
Seaview Investment Managers
Florida
$222K +$222K +1,726 New
MFG
1059
Menard Financial Group
Texas
$221K +$221K +1,724 New
TSS
1060
Two Sigma Securities
New York
$221K -$263K -2,050 -54%
FHA
1061
Flagship Harbor Advisors
Massachusetts
$218K +$218K +1,701 New
LAM
1062
LECAP Asset Management
United Kingdom
$218K -$4.05M -31,501 -95%
LAM
1063
L2 Asset Management
Massachusetts
$216K +$216K +1,685 New
PAG
1064
Poinciana Advisors Group
Florida
$216K +$216K +1,681 New
I
1065
InceptionR
California
$214K -$404K -3,146 -65%
AFGAS
1066
Allegiance Financial Group Advisory Services
Virginia
$214K +$214K +1,665 New
LCGC
1067
Legacy Capital Group California
California
$213K +$213K +1,658 New
HCM
1068
Hollencrest Capital Management
California
$213K +$77.7K +605 +58%
MCWS
1069
McKinley Carter Wealth Services
West Virginia
$212K +$212K +1,653 New
QWP
1070
Quotient Wealth Partners
Texas
$210K +$210K +1,637 New
NWAG
1071
Net Worth Advisory Group
Utah
$210K +$210K +1,634 New
DO
1072
denkapparat Operations
Germany
$210K +$210K +1,634 New
RFA
1073
Rollins Financial Advisors
New York
$209K -$303K -2,363 -59%
GWP
1074
Gen-Wealth Partners
Michigan
$209K
FFA
1075
Founders Financial Alliance
North Carolina
$208K +$208K +1,621 New