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
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$57.2M
NAM
102
Nissay Asset Management
Japan
$56.9M
CI Investments Inc
103
CI Investments Inc
Ontario, Canada
$56.4M
Citigroup
104
Citigroup
New York
$55.5M
SO
105
STRS Ohio
Ohio
$53M
RBI
106
Raiffeisen Bank International
Austria
$52.7M
BSA
107
Braun Stacey Associates
New York
$52.3M
HJGA
108
Hardman Johnston Global Advisors
Connecticut
$52.2M
MPIA
109
Mountain Pacific Investment Advisers
Idaho
$51.1M
CI
110
Clal Insurance
Israel
$49.1M
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$47.2M
SCM
112
Stanley Capital Management
Texas
$46.2M
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$45.7M
HP
114
Highlander Partners
Texas
$45.4M
MIH
115
Meitav Investment House
Israel
$45.2M
WHRC
116
W.H. Reaves & Co
New Jersey
$44.9M
TAM
117
Tocqueville Asset Management
New York
$44.3M
WJWM
118
Williams Jones Wealth Management
New York
$42.3M
ACM
119
Anomaly Capital Management
New York
$42.2M
Baird Financial Group
120
Baird Financial Group
Wisconsin
$40.9M
CM
121
CastleKnight Management
New York
$40.9M
Universal-Beteiligungs- und Servicegesellschaft
122
Universal-Beteiligungs- und Servicegesellschaft
Germany
$40.8M
SC
123
Shellback Capital
Massachusetts
$40.5M
WAM
124
WT Asset Management
Hong Kong
$39.9M
Canada Life
125
Canada Life
Manitoba, Canada
$39.3M