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
OCM
1126
Osterweis Capital Management
California
$74.3K
WWM
1127
Wolff Wiese Magana
California
$71.1K
AWM
1128
AllSquare Wealth Management
New York
$71.1K
CA
1129
Crewe Advisors
Utah
$68.4K
AAG
1130
Armstrong Advisory Group
Massachusetts
$66.7K
WB
1131
Webster Bank
Connecticut
$65.1K
TCM
1132
TruNorth Capital Management
Michigan
$64.4K
TFIPS
1133
Towarzystwo Funduszy Inwestycyjnych PZU SA
$64.2K
BIA
1134
Bell Investment Advisors
California
$63.8K
LI
1135
LRI Investments
Florida
$59.8K
RFG
1136
REAP Financial Group
Texas
$58.1K
SWA
1137
SOA Wealth Advisors
New York
$57.8K
OLVIG
1138
Oliver Lagore Vanvalin Investment Group
Michigan
$57.8K
SIS
1139
Strategic Investment Solutions
Illinois
$56.9K
AI
1140
AdvisorShares Investments
Maryland
$54.8K
CHC
1141
City Holding Co
West Virginia
$51.4K
FIA
1142
FNY Investment Advisers
New York
$51K
O
1143
Ossiam
France
$50.5K
PFBT
1144
Parkside Financial Bank & Trust
Missouri
$48.8K
LCS
1145
Levin Capital Strategies
New York
$47.3K
GKIM
1146
GW&K Investment Management
Massachusetts
$47K
SWP
1147
Strategic Wealth Partners
Ohio
$44.9K
TCM
1148
Tradewinds Capital Management
Washington
$44K
WIM
1149
Westside Investment Management
California
$43K
IUHSA
1150
Itau Unibanco Holding S.A.
Brazil
$42.5K