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 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+159
Holders Change %
+14.11%
% of All Funds
17.25%
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
128
Calls
$4.39B
Puts
$3.5B
Net Calls
+$894M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1226
Rise Advisors
New York
$6.94K +$5.65K +44 +440%
HWA
1227
HHM Wealth Advisors
Tennessee
$6.81K
KSB
1228
Kennebec Savings Bank
Maine
$6.68K
CT
1229
Clearstead Trust
Maine
$6.55K -$5.27K -41 -45%
TCM
1230
Traub Capital Management
Massachusetts
$6.49K +$6.49K +51 New
WPA
1231
Wealth Preservation Advisors
Tennessee
$6.43K
DIP
1232
DT Investment Partners
Pennsylvania
$6.42K
EWM
1233
Evolution Wealth Management
Florida
$6.42K +$6.42K +50 New
FFA
1234
Frazier Financial Advisors
Ohio
$6.42K +$6.42K +50 New
HNB
1235
Hilltop National Bank
Wyoming
$6.42K +$6.42K +50 New
MAM
1236
Meeder Asset Management
Ohio
$6.29K -$9.9M -77,061 -100%
HFS
1237
Hughes Financial Services
Virginia
$5.31K +$2.1K +15 +65%
SIC
1238
Salem Investment Counselors
North Carolina
$5.27K +$2.31K +18 +78%
SHIM
1239
Stone House Investment Management
Pennsylvania
$5.14K
WCM
1240
Winthrop Capital Management
Indiana
$5K
UB
1241
UMB Bank
Missouri
$4.88K +$3.98K +31 +443%
FDW
1242
Fourth Dimension Wealth
Ohio
$3.85K -$38.5K -300 -91%
MAS
1243
MPWM Advisory Solutions
Georgia
$3.85K -$257 -2 -6%
CWM
1244
Centricity Wealth Management
Ohio
$3.85K
IRC
1245
Investors Research Corp
Georgia
$3.85K
SO
1246
Sierra Ocean
California
$3.85K +$3.34K +26 +650%
MIM
1247
MTM Investment Management
South Carolina
$3.85K +$3.85K +30 New
PA
1248
Pineridge Advisors
Missouri
$3.73K
1IA
1249
1620 Investment Advisors
Massachusetts
$3.21K -$2.57K -20 -44%
CWM
1250
Copia Wealth Management
Oregon
$2.83K +$2.83K +22 New