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
CAM
1176
Chesapeake Asset Management
New York
$25.7K
PGAM
1177
Princeton Global Asset Management
New Jersey
$25.7K
BCMLT
1178
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.3K
ANBT
1179
American National Bank & Trust
Texas
$22.1K
BBHC
1180
Brown Brothers Harriman & Co
New York
$22.1K
KWM
1181
Kiker Wealth Management
Georgia
$21.3K
HWM
1182
Hemington Wealth Management
Virginia
$21K
PAI
1183
Pittenger & Anderson Inc
Nebraska
$20.9K
CCMI
1184
Creative Capital Management Investments
California
$20.8K
TCM
1185
TD Capital Management
Tennessee
$19.4K
CWM
1186
Consultiva Wealth Management
Puerto Rico
$19.3K
LAM
1187
LOM Asset Management
$19K
RTL
1188
Red Tortoise LLC
Georgia
$18.9K
CFO
1189
CVA Family Office
Colorado
$18.7K
LAM
1190
Lummis Asset Management
Texas
$18.2K
JWA
1191
JFS Wealth Advisors
Pennsylvania
$17.8K
MSFP
1192
Mark Sheptoff Financial Planning
Connecticut
$17.3K
HWM
1193
HighMark Wealth Management
Minnesota
$17.3K
MHR
1194
Matthew Hamilton Rosenberg
$16.3K
TWD
1195
True Wealth Design
Ohio
$16.2K
MCM
1196
MV Capital Management
Maryland
$16.1K
SC
1197
SouthState Corp
Florida
$15.9K
BOJHT
1198
Bank of Jackson Hole Trust
Wyoming
$15.5K
SIC
1199
SJS Investment Consulting
Ohio
$15.4K
RWM
1200
RMG Wealth Management
Wisconsin
$15K