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
FFO
1201
Fortitude Family Office
Arizona
$13.1K
AIM
1202
Anchor Investment Management
South Carolina
$12.8K
TFA
1203
Toth Financial Advisory
Virginia
$12.8K
SRCM
1204
Signature Resources Capital Management
California
$12.8K
CAM
1205
Creekmur Asset Management
Illinois
$12.8K
AEPWM
1206
Atlantic Edge Private Wealth Management
Florida
$12.8K
VWA
1207
VSM Wealth Advisory
Maryland
$12.8K
CAL
1208
Capital Advisors Ltd
Ohio
$11K
CTWM
1209
Cherry Tree Wealth Management
Minnesota
$10.8K
FWM
1210
FSA Wealth Management
Massachusetts
$10.7K
FMTCOCP
1211
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
PWA
1212
Physician Wealth Advisors
Utah
$9.61K
BI
1213
Binnacle Investments
Iowa
$9.5K
CPG
1214
Cornerstone Planning Group
New Jersey
$9.3K
TPWA
1215
Twin Peaks Wealth Advisors
California
$9.13K
MCA
1216
Maryland Capital Advisors
Maryland
$9.12K
GBT
1217
Grove Bank & Trust
Florida
$9.12K
VWM
1218
Vermillion Wealth Management
Minnesota
$8.99K
BCM
1219
Boreal Capital Management
Florida
$8.99K
IWP
1220
IAG Wealth Partners
Wisconsin
$8.6K
NC
1221
NewSquare Capital
Pennsylvania
$8.35K
CFFP
1222
Center for Financial Planning
Michigan
$8.35K
CIAS
1223
CBIZ Investment Advisory Services
Ohio
$8.35K
NWM
1224
Nova Wealth Management
Florida
$8.24K
Kayne Anderson Rudnick Investment Management
1225
Kayne Anderson Rudnick Investment Management
California
$8.17K