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 %
GC
1251
GFG Capital
Florida
$2.83K +$2.83K +22 New
DFC
1252
DB Fitzpatrick & Co
Idaho
$2.7K +$385 +3 +17%
DWM
1253
Dogwood Wealth Management
Kansas
$2.64K +$2.27K +18 +600%
TC
1254
Truvestments Capital
Florida
$2.57K -$17.3K -135 -87%
CFB
1255
Cullen/Frost Bankers
Texas
$2.45K -$258 -2 -10%
RWM
1256
Rialto Wealth Management
New York
$2.31K +$1.54K +12 +200%
WCM
1257
WealthTrak Capital Management
Virginia
$1.8K -$128 -1 -7%
SC
1258
Swan Capital
Florida
$1.8K
CIAM
1259
Caitong International Asset Management
Hong Kong
$1.54K +$514 +4 +50%
SC
1260
Stephens Consulting
Michigan
$1.54K +$1.54K +12 New
PPC
1261
Park Place Capital
Alabama
$1.47K +$1.47K +12 New
HIA
1262
HFM Investment Advisors
New Jersey
$1.41K +$642 +5 +83%
PWA
1263
Principia Wealth Advisory
Texas
$1.41K +$899 +7 +175%
ACA
1264
American Capital Advisory
Idaho
$1.29K +$1.29K +10 New
FMP
1265
Financial Management Professionals
Texas
$1.28K
MPW
1266
MASECO Private Wealth
$1.28K +$1.28K +10 New
PWM
1267
Parkworth Wealth Management
California
$1.16K +$257 +2 +29%
OAJ
1268
Ogorek Anthony Joseph
New York
$1K
BTD
1269
BankPlus Trust Department
Mississippi
$899
AP
1270
Aspect Partners
Virginia
$771
KG
1271
Kilter Group
New York
$771 +$771 +6 New
QWM
1272
Quaker Wealth Management
New Jersey
$643 +$643 +5 New
FCAS
1273
First Command Advisory Services
Texas
$642
CWM
1274
Cranbrook Wealth Management
Michigan
$514
BCM
1275
Blume Capital Management
California
$386 +$386 +3 New