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
MCWS
1076
McKinley Carter Wealth Services
West Virginia
$212K
QWP
1077
Quotient Wealth Partners
Texas
$210K
NWAG
1078
Net Worth Advisory Group
Utah
$210K
DO
1079
denkapparat Operations
Germany
$210K
RFA
1080
Rollins Financial Advisors
New York
$209K
GWP
1081
Gen-Wealth Partners
Michigan
$209K
FFA
1082
Founders Financial Alliance
North Carolina
$208K
SB
1083
Simmons Bank
Arkansas
$204K
SAF
1084
Smith Anglin Financial
Texas
$204K
Fifth Third Bancorp
1085
Fifth Third Bancorp
Ohio
$203K
DWP
1086
Daymark Wealth Partners
Ohio
$202K
BC
1087
Bayforest Capital
United Kingdom
$197K
OP
1088
ORG Partners
Indiana
$195K
BWL
1089
Bogart Wealth LLC
Virginia
$189K
FCT
1090
First Community Trust
Iowa
$186K
CSP
1091
Cary Street Partners
Virginia
$178K
TPCW
1092
TD Private Client Wealth
New York
$175K
SAM
1093
Smartleaf Asset Management
Massachusetts
$170K
WR
1094
WD Rutherford
Oregon
$168K
SOW
1095
State of Wyoming
Wyoming
$167K
EFMH
1096
E Fund Management (HK)
Hong Kong
$153K
CPBTD
1097
Central Pacific Bank - Trust Division
Hawaii
$150K
BHWM
1098
Bay Harbor Wealth Management
Maryland
$147K
FC
1099
Fairscale Capital
New Hampshire
$147K
VCM
1100
Versant Capital Management
Arizona
$138K