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
CFFP
1226
Center for Financial Planning
Michigan
$8.35K
CIAS
1227
CBIZ Investment Advisory Services
Ohio
$8.35K
NWM
1228
Nova Wealth Management
Florida
$8.24K
Kayne Anderson Rudnick Investment Management
1229
Kayne Anderson Rudnick Investment Management
California
$8.17K
NB
1230
NBT Bank
New York
$7.71K
MSWA
1231
Marshall & Sterling Wealth Advisors
New York
$7.58K
AWM
1232
Activest Wealth Management
Florida
$7.58K
CH
1233
Cromwell Holdings
Wyoming
$7.45K
CI
1234
CX Institutional
Indiana
$7K
RA
1235
Rise Advisors
New York
$6.93K
HWA
1236
HHM Wealth Advisors
Tennessee
$6.81K
KSB
1237
Kennebec Savings Bank
Maine
$6.68K
CT
1238
Clearstead Trust
Maine
$6.55K
TCM
1239
Traub Capital Management
Massachusetts
$6.49K
WPA
1240
Wealth Preservation Advisors
Tennessee
$6.43K
DIP
1241
DT Investment Partners
Pennsylvania
$6.42K
HNB
1242
Hilltop National Bank
Wyoming
$6.42K
FFA
1243
Frazier Financial Advisors
Ohio
$6.42K
EWM
1244
Evolution Wealth Management
Florida
$6.42K
MAM
1245
Meeder Asset Management
Ohio
$6.29K
APW
1246
Aventura Private Wealth
Florida
$5.52K
HFS
1247
Hughes Financial Services
Virginia
$5.31K
SIC
1248
Salem Investment Counselors
North Carolina
$5.26K
SHIM
1249
Stone House Investment Management
Pennsylvania
$5.14K
WCM
1250
Winthrop Capital Management
Indiana
$5K