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 %
GC
1151
Garde Capital
Washington
$38.3K +$36.3K +283 +1,887%
UOTTAIMCU
1152
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$36.9K +$36.9K +287 New
CWM
1153
CarsonAllaria Wealth Management
Illinois
$35.4K
TIM
1154
Tortoise Investment Management
New York
$34K +$14.8K +115 +77%
DPW
1155
DiNuzzo Private Wealth
Pennsylvania
$33.9K +$30K +234 +780%
HIMS
1156
Hager Investment Management Services
New Hampshire
$32.7K +$3.08K +24 +10%
OPTFSNA
1157
Old Point Trust & Financial Services N A
Virginia
$32.1K +$32.1K +250 New
TRCT
1158
Tower Research Capital (TRC)
New York
$31.2K -$568K -4,426 -95%
RAM
1159
Riggs Asset Management
Pennsylvania
$30.9K +$8.73K +68 +39%
S
1160
Sachetta
Massachusetts
$30.7K -$26.8K -209 -47%
PB
1161
Pinnacle Bancorp
Nebraska
$30.6K
GEA
1162
Glen Eagle Advisors
New Jersey
$29.5K -$12.8K -100 -30%
AW
1163
Avion Wealth
Texas
$27K +$13.4K +106 +99%
WAS
1164
Winch Advisory Services
Wisconsin
$26.5K
PC
1165
Promus Capital
Illinois
$25.8K +$25.8K +201 New
PCFFS
1166
Pacific Center for Financial Services
California
$25.7K
GGI
1167
Godsey & Gibb Inc
Virginia
$25.7K
PGAM
1168
Princeton Global Asset Management
New Jersey
$25.7K +$8.35K +65 +48%
BCMLT
1169
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.3K -$3.34K -26 -12%
ANBT
1170
American National Bank & Trust
Texas
$22.1K +$21.6K +168 +4,200%
BBHC
1171
Brown Brothers Harriman & Co
New York
$22.1K +$22.1K +172 New
KWM
1172
Kiker Wealth Management
Georgia
$21.3K -$1.94M -15,095 -99%
HWM
1173
Hemington Wealth Management
Virginia
$21K +$4.2K +33 +25%
PAI
1174
Pittenger & Anderson Inc
Nebraska
$20.9K
CCMI
1175
Creative Capital Management Investments
California
$20.8K +$20.8K +162 New