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
BBHC
1176
Brown Brothers Harriman & Co
New York
$22.1K
KWM
1177
Kiker Wealth Management
Georgia
$21.3K
HWM
1178
Hemington Wealth Management
Virginia
$21K
PAI
1179
Pittenger & Anderson Inc
Nebraska
$20.9K
CCMI
1180
Creative Capital Management Investments
California
$20.8K
TCM
1181
TD Capital Management
Tennessee
$19.4K
CWM
1182
Consultiva Wealth Management
Puerto Rico
$19.3K
LAM
1183
LOM Asset Management
$19K
RTL
1184
Red Tortoise LLC
Georgia
$18.9K
CFO
1185
CVA Family Office
Colorado
$18.7K
LAM
1186
Lummis Asset Management
Texas
$18.2K
JWA
1187
JFS Wealth Advisors
Pennsylvania
$17.8K
MSFP
1188
Mark Sheptoff Financial Planning
Connecticut
$17.3K
HWM
1189
HighMark Wealth Management
Minnesota
$17.3K
MHR
1190
Matthew Hamilton Rosenberg
$16.3K
TWD
1191
True Wealth Design
Ohio
$16.2K
MCM
1192
MV Capital Management
Maryland
$16.1K
SC
1193
SouthState Corp
Florida
$15.9K
BOJHT
1194
Bank of Jackson Hole Trust
Wyoming
$15.5K
SIC
1195
SJS Investment Consulting
Ohio
$15.4K
RWM
1196
RMG Wealth Management
Wisconsin
$15K
GXJ
1197
Global X Japan
Japan
$14.5K
BMC
1198
Bear Mountain Capital
Washington
$14.2K
RMC
1199
Resources Management Corp
Connecticut
$14K
Pacer Advisors
1200
Pacer Advisors
Pennsylvania
$13.1K