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
RFA
1076
Rollins Financial Advisors
New York
$209K
GWP
1077
Gen-Wealth Partners
Michigan
$209K
FFA
1078
Founders Financial Alliance
North Carolina
$208K
SB
1079
Simmons Bank
Arkansas
$204K
SAF
1080
Smith Anglin Financial
Texas
$204K
Fifth Third Bancorp
1081
Fifth Third Bancorp
Ohio
$203K
DWP
1082
Daymark Wealth Partners
Ohio
$202K
BC
1083
Bayforest Capital
United Kingdom
$197K
OP
1084
ORG Partners
Indiana
$195K
BWL
1085
Bogart Wealth LLC
Virginia
$189K
FCT
1086
First Community Trust
Iowa
$186K
CSP
1087
Cary Street Partners
Virginia
$178K
TPCW
1088
TD Private Client Wealth
New York
$175K
SAM
1089
Smartleaf Asset Management
Massachusetts
$170K
WR
1090
WD Rutherford
Oregon
$168K
SOW
1091
State of Wyoming
Wyoming
$167K
EFMH
1092
E Fund Management (HK)
Hong Kong
$153K
CPBTD
1093
Central Pacific Bank - Trust Division
Hawaii
$150K
BHWM
1094
Bay Harbor Wealth Management
Maryland
$147K
FC
1095
Fairscale Capital
New Hampshire
$147K
VCM
1096
Versant Capital Management
Arizona
$138K
NSIM
1097
North Star Investment Management
Illinois
$134K
T
1098
Tidemark
California
$133K
MPWT
1099
MassMutual Private Wealth & Trust
Connecticut
$132K
ST
1100
Smithfield Trust
Pennsylvania
$132K