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 %
AEPWM
1201
Atlantic Edge Private Wealth Management
Florida
$12.8K +$12.8K +100 New
VWA
1202
VSM Wealth Advisory
Maryland
$12.8K +$12.8K +100 New
CAL
1203
Capital Advisors Ltd
Ohio
$11K +$895 +7 +9%
CTWM
1204
Cherry Tree Wealth Management
Minnesota
$10.8K
FWM
1205
FSA Wealth Management
Massachusetts
$10.7K
FMTCOCP
1206
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
PWA
1207
Physician Wealth Advisors
Utah
$9.61K +$2.69K +21 +39%
BI
1208
Binnacle Investments
Iowa
$9.5K +$1.16K +9 +14%
CPG
1209
Cornerstone Planning Group
New Jersey
$9.3K +$2.91K +21 +46%
TPWA
1210
Twin Peaks Wealth Advisors
California
$9.13K +$9.13K +64 New
MCA
1211
Maryland Capital Advisors
Maryland
$9.12K +$9.12K +71 New
GBT
1212
Grove Bank & Trust
Florida
$9.12K +$9.12K +71 New
VWM
1213
Vermillion Wealth Management
Minnesota
$8.99K
BCM
1214
Boreal Capital Management
Florida
$8.99K +$8.99K +70 New
IWP
1215
IAG Wealth Partners
Wisconsin
$8.6K
NC
1216
NewSquare Capital
Pennsylvania
$8.35K
CFFP
1217
Center for Financial Planning
Michigan
$8.35K
CIAS
1218
CBIZ Investment Advisory Services
Ohio
$8.35K +$7.71K +60 +1,200%
NWM
1219
Nova Wealth Management
Florida
$8.25K +$8.25K +64 New
Kayne Anderson Rudnick Investment Management
1220
Kayne Anderson Rudnick Investment Management
California
$8.17K +$5.19K +40 +174%
NB
1221
NBT Bank
New York
$7.71K +$2.57K +20 +50%
MSWA
1222
Marshall & Sterling Wealth Advisors
New York
$7.58K +$5.01K +39 +195%
AWM
1223
Activest Wealth Management
Florida
$7.58K +$7.06K +55 +1,375%
CH
1224
Cromwell Holdings
Wyoming
$7.45K +$5.39K +42 +263%
CI
1225
CX Institutional
Indiana
$7K