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 %
SB
1076
Simmons Bank
Arkansas
$204K +$204K +1,590 New
SAF
1077
Smith Anglin Financial
Texas
$204K +$204K +1,589 New
Fifth Third Bancorp
1078
Fifth Third Bancorp
Ohio
$203K +$4.49K +35 +2%
DWP
1079
Daymark Wealth Partners
Ohio
$202K +$202K +1,569 New
BC
1080
Bayforest Capital
United Kingdom
$197K -$90.7K -706 -32%
OP
1081
ORG Partners
Indiana
$195K +$51.8K +423 +36%
BWL
1082
Bogart Wealth LLC
Virginia
$189K +$35.2K +274 +23%
FCT
1083
First Community Trust
Iowa
$186K
CSP
1084
Cary Street Partners
Virginia
$178K +$29.5K +230 +20%
TPCW
1085
TD Private Client Wealth
New York
$175K +$110K +853 +167%
SAM
1086
Smartleaf Asset Management
Massachusetts
$170K -$51.9K -408 -23%
WR
1087
WD Rutherford
Oregon
$168K +$168K +1,307 New
SOW
1088
State of Wyoming
Wyoming
$167K -$221K -1,719 -57%
EFMH
1089
E Fund Management (HK)
Hong Kong
$153K +$153K +1,191 New
CPBTD
1090
Central Pacific Bank - Trust Division
Hawaii
$150K -$36.2K -282 -19%
BHWM
1091
Bay Harbor Wealth Management
Maryland
$147K +$7.06K +55 +5%
FC
1092
Fairscale Capital
New Hampshire
$147K +$147K +1,007 New
VCM
1093
Versant Capital Management
Arizona
$138K +$40.1K +312 +41%
NSIM
1094
North Star Investment Management
Illinois
$134K +$80K +623 +148%
T
1095
Tidemark
California
$133K -$44.9K -350 -25%
MPWT
1096
MassMutual Private Wealth & Trust
Connecticut
$132K +$33.6K +262 +34%
ST
1097
Smithfield Trust
Pennsylvania
$132K
FLFS
1098
Family Legacy Financial Solutions
North Carolina
$129K +$129K +1,001 New
PAS
1099
Point72 Asia (Singapore)
Singapore
$124K -$7.52M -58,580 -98%
WA
1100
Whipplewood Advisors
Colorado
$120K -$2.75M -21,437 -96%