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
CTC
1151
Central Trust Company
Missouri
$40.5K
NC
1152
North Capital
Utah
$39.2K
FMII
1153
Farmers & Merchants Investments Inc
Nebraska
$38.5K
GC
1154
Garde Capital
Washington
$38.3K
UOTTAIMCU
1155
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$36.9K
CWM
1156
CarsonAllaria Wealth Management
Illinois
$35.4K
TIM
1157
Tortoise Investment Management
New York
$34K
DPW
1158
DiNuzzo Private Wealth
Pennsylvania
$33.9K
HIMS
1159
Hager Investment Management Services
New Hampshire
$32.7K
OPTFSNA
1160
Old Point Trust & Financial Services N A
Virginia
$32.1K
TRCT
1161
Tower Research Capital (TRC)
New York
$31.2K
RAM
1162
Riggs Asset Management
Pennsylvania
$30.9K
S
1163
Sachetta
Massachusetts
$30.7K
PB
1164
Pinnacle Bancorp
Nebraska
$30.6K
GEA
1165
Glen Eagle Advisors
New Jersey
$29.5K
AW
1166
Avion Wealth
Texas
$27K
Q1WB
1167
Quest 10 Wealth Builders
Virginia
$26.7K
WAS
1168
Winch Advisory Services
Wisconsin
$26.5K
PC
1169
Promus Capital
Illinois
$25.8K
PCFFS
1170
Pacific Center for Financial Services
California
$25.7K
GGI
1171
Godsey & Gibb Inc
Virginia
$25.7K
PGAM
1172
Princeton Global Asset Management
New Jersey
$25.7K
CAM
1173
Chesapeake Asset Management
New York
$25.7K
BCMLT
1174
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.3K
ANBT
1175
American National Bank & Trust
Texas
$22.1K