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
GXJ
1201
Global X Japan
Japan
$14.5K
BMC
1202
Bear Mountain Capital
Washington
$14.2K
RMC
1203
Resources Management Corp
Connecticut
$14K
Pacer Advisors
1204
Pacer Advisors
Pennsylvania
$13.1K
FFO
1205
Fortitude Family Office
Arizona
$13.1K
SRCM
1206
Signature Resources Capital Management
California
$12.8K
AIM
1207
Anchor Investment Management
South Carolina
$12.8K
TFA
1208
Toth Financial Advisory
Virginia
$12.8K
CAM
1209
Creekmur Asset Management
Illinois
$12.8K
AEPWM
1210
Atlantic Edge Private Wealth Management
Florida
$12.8K
VWA
1211
VSM Wealth Advisory
Maryland
$12.8K
CAL
1212
Capital Advisors Ltd
Ohio
$11K
CTWM
1213
Cherry Tree Wealth Management
Minnesota
$10.8K
FWM
1214
FSA Wealth Management
Massachusetts
$10.7K
FMTCOCP
1215
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
PWA
1216
Physician Wealth Advisors
Utah
$9.61K
BI
1217
Binnacle Investments
Iowa
$9.5K
CPG
1218
Cornerstone Planning Group
New Jersey
$9.3K
TPWA
1219
Twin Peaks Wealth Advisors
California
$9.13K
MCA
1220
Maryland Capital Advisors
Maryland
$9.12K
GBT
1221
Grove Bank & Trust
Florida
$9.12K
VWM
1222
Vermillion Wealth Management
Minnesota
$8.99K
BCM
1223
Boreal Capital Management
Florida
$8.99K
IWP
1224
IAG Wealth Partners
Wisconsin
$8.6K
NC
1225
NewSquare Capital
Pennsylvania
$8.35K