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
NSIM
1101
North Star Investment Management
Illinois
$134K
T
1102
Tidemark
California
$133K
MPWT
1103
MassMutual Private Wealth & Trust
Connecticut
$132K
ST
1104
Smithfield Trust
Pennsylvania
$132K
FLFS
1105
Family Legacy Financial Solutions
North Carolina
$129K
PAS
1106
Point72 Asia (Singapore)
Singapore
$124K
WA
1107
Whipplewood Advisors
Colorado
$120K
VT
1108
Volterra Technologies
New York
$119K
RBC
1109
Roble Belko & Company
Pennsylvania
$116K
WA
1110
WPG Advisers
Maryland
$115K
TFM
1111
TFC Financial Management
Massachusetts
$114K
CTA
1112
Colonial Trust Advisors
South Carolina
$109K
BC
1113
Barrett & Company
Rhode Island
$106K
MCM
1114
Manchester Capital Management
Vermont
$104K
ITFISA
1115
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$103K
TSMHT
1116
Thurston Springer Miller Herd & Titak
Indiana
$97.8K
A
1117
AlphaQuest
New York
$97.6K
LWCFA
1118
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96.3K
AG
1119
AmeriFlex Group
Nevada
$95.3K
VEA
1120
Virtus ETF Advisers
New York
$89.9K
AF
1121
Advisornet Financial
Minnesota
$89K
SC
1122
Steph & Co
Wisconsin
$85.4K
OIA
1123
Optimum Investment Advisors
Illinois
$82.2K
CIA
1124
Cape Investment Advisory
Georgia
$82.1K
NFSG
1125
Newbridge Financial Services Group
Florida
$80.3K