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
SWP
1151
Strategic Wealth Partners
Ohio
$44.9K
TCM
1152
Tradewinds Capital Management
Washington
$44K
WIM
1153
Westside Investment Management
California
$43K
IUHSA
1154
Itau Unibanco Holding S.A.
Brazil
$42.5K
CTC
1155
Central Trust Company
Missouri
$40.5K
NC
1156
North Capital
Utah
$39.2K
FMII
1157
Farmers & Merchants Investments Inc
Nebraska
$38.5K
GC
1158
Garde Capital
Washington
$38.3K
UOTTAIMCU
1159
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$36.9K
CWM
1160
CarsonAllaria Wealth Management
Illinois
$35.4K
TIM
1161
Tortoise Investment Management
New York
$34K
DPW
1162
DiNuzzo Private Wealth
Pennsylvania
$33.9K
HIMS
1163
Hager Investment Management Services
New Hampshire
$32.7K
OPTFSNA
1164
Old Point Trust & Financial Services N A
Virginia
$32.1K
TRCT
1165
Tower Research Capital (TRC)
New York
$31.2K
RAM
1166
Riggs Asset Management
Pennsylvania
$30.9K
S
1167
Sachetta
Massachusetts
$30.7K
PB
1168
Pinnacle Bancorp
Nebraska
$30.6K
GEA
1169
Glen Eagle Advisors
New Jersey
$29.5K
AW
1170
Avion Wealth
Texas
$27K
Q1WB
1171
Quest 10 Wealth Builders
Virginia
$26.7K
WAS
1172
Winch Advisory Services
Wisconsin
$26.5K
PC
1173
Promus Capital
Illinois
$25.8K
PCFFS
1174
Pacific Center for Financial Services
California
$25.7K
GGI
1175
Godsey & Gibb Inc
Virginia
$25.7K