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 %
TCM
1176
TD Capital Management
Tennessee
$19.4K +$18.6K +145 +2,417%
CWM
1177
Consultiva Wealth Management
Puerto Rico
$19.3K
LAM
1178
LOM Asset Management
$19K +$19K +150 New
RTL
1179
Red Tortoise LLC
Georgia
$18.9K
CFO
1180
CVA Family Office
Colorado
$18.7K -$4.75K -37 -20%
LAM
1181
Lummis Asset Management
Texas
$18.2K
JWA
1182
JFS Wealth Advisors
Pennsylvania
$17.8K +$4.24K +33 +31%
MSFP
1183
Mark Sheptoff Financial Planning
Connecticut
$17.3K +$4.5K +35 +35%
HWM
1184
HighMark Wealth Management
Minnesota
$17.3K
MHR
1185
Matthew Hamilton Rosenberg
$16.3K
TWD
1186
True Wealth Design
Ohio
$16.2K -$44.2K -343 -73%
MCM
1187
MV Capital Management
Maryland
$16.1K +$3.6K +28 +29%
SC
1188
SouthState Corp
Florida
$15.9K -$31.7K -247 -67%
BOJHT
1189
Bank of Jackson Hole Trust
Wyoming
$15.5K -$8.6K -67 -36%
SIC
1190
SJS Investment Consulting
Ohio
$15.4K -$2.18K -17 -12%
RWM
1191
RMG Wealth Management
Wisconsin
$15K +$15K +115 New
GXJ
1192
Global X Japan
Japan
$14.5K -$5.91K -46 -29%
BMC
1193
Bear Mountain Capital
Washington
$14.2K +$13.7K +106 +2,650%
RMC
1194
Resources Management Corp
Connecticut
$14K +$14K +110 New
Pacer Advisors
1195
Pacer Advisors
Pennsylvania
$13.1K +$4.24K +33 +48%
FFO
1196
Fortitude Family Office
Arizona
$13.1K +$8.86K +69 +209%
SRCM
1197
Signature Resources Capital Management
California
$12.8K
TFA
1198
Toth Financial Advisory
Virginia
$12.8K
AIM
1199
Anchor Investment Management
South Carolina
$12.8K
AEPWM
1200
Atlantic Edge Private Wealth Management
Florida
$12.8K +$12.8K +100 New