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
NB
1226
NBT Bank
New York
$7.71K
MSWA
1227
Marshall & Sterling Wealth Advisors
New York
$7.58K
AWM
1228
Activest Wealth Management
Florida
$7.58K
CH
1229
Cromwell Holdings
Wyoming
$7.45K
CI
1230
CX Institutional
Indiana
$7K
RA
1231
Rise Advisors
New York
$6.93K
HWA
1232
HHM Wealth Advisors
Tennessee
$6.81K
KSB
1233
Kennebec Savings Bank
Maine
$6.68K
CT
1234
Clearstead Trust
Maine
$6.55K
TCM
1235
Traub Capital Management
Massachusetts
$6.49K
WPA
1236
Wealth Preservation Advisors
Tennessee
$6.43K
DIP
1237
DT Investment Partners
Pennsylvania
$6.42K
FFA
1238
Frazier Financial Advisors
Ohio
$6.42K
HNB
1239
Hilltop National Bank
Wyoming
$6.42K
EWM
1240
Evolution Wealth Management
Florida
$6.42K
MAM
1241
Meeder Asset Management
Ohio
$6.29K
HFS
1242
Hughes Financial Services
Virginia
$5.31K
SIC
1243
Salem Investment Counselors
North Carolina
$5.26K
SHIM
1244
Stone House Investment Management
Pennsylvania
$5.14K
WCM
1245
Winthrop Capital Management
Indiana
$5K
UB
1246
UMB Bank
Missouri
$4.88K
FDW
1247
Fourth Dimension Wealth
Ohio
$3.85K
MAS
1248
MPWM Advisory Solutions
Georgia
$3.85K
IRC
1249
Investors Research Corp
Georgia
$3.85K
CWM
1250
Centricity Wealth Management
Ohio
$3.85K