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 %
VT
1101
Volterra Technologies
New York
$119K +$119K +927 New
RBC
1102
Roble Belko & Company
Pennsylvania
$116K +$116K +903 New
WA
1103
WPG Advisers
Maryland
$115K +$4.75K +37 +4%
TFM
1104
TFC Financial Management
Massachusetts
$114K +$1.16K +9 +1%
CTA
1105
Colonial Trust Advisors
South Carolina
$109K
BC
1106
Barrett & Company
Rhode Island
$106K +$103K +800 +3,200%
MCM
1107
Manchester Capital Management
Vermont
$104K +$6.42K +50 +7%
ITFISA
1108
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$103K +$103K +800 New
TSMHT
1109
Thurston Springer Miller Herd & Titak
Indiana
$97.8K +$39.8K +310 +69%
A
1110
AlphaQuest
New York
$97.6K +$33.3K +259 +52%
LWCFA
1111
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96.3K
AG
1112
AmeriFlex Group
Nevada
$95.3K +$12.4K +100 +15%
VEA
1113
Virtus ETF Advisers
New York
$89.9K +$89.9K +700 New
AF
1114
Advisornet Financial
Minnesota
$89K -$29.3K -228 -25%
SC
1115
Steph & Co
Wisconsin
$85.4K -$57.9K -451 -40%
OIA
1116
Optimum Investment Advisors
Illinois
$82.2K
CIA
1117
Cape Investment Advisory
Georgia
$82.1K +$6.43K +50 +8%
NFSG
1118
Newbridge Financial Services Group
Florida
$80.3K -$12.8K -100 -14%
RA
1119
RiverPark Advisors
New York
$79.9K +$22.9K +178 +40%
WTA
1120
Washington Trust Advisors
Massachusetts
$77K +$72.4K +564 +1,567%
Acadian Asset Management
1121
Acadian Asset Management
Massachusetts
$77K +$77K +603 New
SMFG
1122
Sumitomo Mitsui Financial Group
Japan
$75.7K +$75.7K +595 New
OCM
1123
Osterweis Capital Management
California
$74.3K +$74.3K +579 New
WWM
1124
Wolff Wiese Magana
California
$71.1K -$7.58K -59 -10%
AWM
1125
AllSquare Wealth Management
New York
$71.1K