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
FLFS
1101
Family Legacy Financial Solutions
North Carolina
$129K
PAS
1102
Point72 Asia (Singapore)
Singapore
$124K
WA
1103
Whipplewood Advisors
Colorado
$120K
VT
1104
Volterra Technologies
New York
$119K
RBC
1105
Roble Belko & Company
Pennsylvania
$116K
WA
1106
WPG Advisers
Maryland
$115K
TFM
1107
TFC Financial Management
Massachusetts
$114K
CTA
1108
Colonial Trust Advisors
South Carolina
$109K
BC
1109
Barrett & Company
Rhode Island
$106K
MCM
1110
Manchester Capital Management
Vermont
$104K
ITFISA
1111
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$103K
TSMHT
1112
Thurston Springer Miller Herd & Titak
Indiana
$97.8K
A
1113
AlphaQuest
New York
$97.6K
LWCFA
1114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96.3K
AG
1115
AmeriFlex Group
Nevada
$95.3K
VEA
1116
Virtus ETF Advisers
New York
$89.9K
AF
1117
Advisornet Financial
Minnesota
$89K
SC
1118
Steph & Co
Wisconsin
$85.4K
OIA
1119
Optimum Investment Advisors
Illinois
$82.2K
CIA
1120
Cape Investment Advisory
Georgia
$82.1K
NFSG
1121
Newbridge Financial Services Group
Florida
$80.3K
RA
1122
RiverPark Advisors
New York
$79.9K
WTA
1123
Washington Trust Advisors
Massachusetts
$77K
Acadian Asset Management
1124
Acadian Asset Management
Massachusetts
$77K
SMFG
1125
Sumitomo Mitsui Financial Group
Japan
$75.7K