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
SO
1251
Sierra Ocean
California
$3.85K
MIM
1252
MTM Investment Management
South Carolina
$3.85K
PA
1253
Pineridge Advisors
Missouri
$3.73K
1IA
1254
1620 Investment Advisors
Massachusetts
$3.21K
GC
1255
GFG Capital
Florida
$2.83K
CWM
1256
Copia Wealth Management
Oregon
$2.83K
DFC
1257
DB Fitzpatrick & Co
Idaho
$2.7K
DWM
1258
Dogwood Wealth Management
Kansas
$2.64K
TC
1259
Truvestments Capital
Florida
$2.57K
CFB
1260
Cullen/Frost Bankers
Texas
$2.45K
RWM
1261
Rialto Wealth Management
New York
$2.31K
WCM
1262
WealthTrak Capital Management
Virginia
$1.8K
SC
1263
Swan Capital
Florida
$1.8K
CIAM
1264
Caitong International Asset Management
Hong Kong
$1.54K
SC
1265
Stephens Consulting
Michigan
$1.54K
PPC
1266
Park Place Capital
Alabama
$1.47K
HIA
1267
HFM Investment Advisors
New Jersey
$1.41K
PWA
1268
Principia Wealth Advisory
Texas
$1.41K
ACA
1269
American Capital Advisory
Idaho
$1.28K
FMP
1270
Financial Management Professionals
Texas
$1.28K
MPW
1271
MASECO Private Wealth
$1.28K
PWM
1272
Parkworth Wealth Management
California
$1.16K
OAJ
1273
Ogorek Anthony Joseph
New York
$1K
BTD
1274
BankPlus Trust Department
Mississippi
$899
AP
1275
Aspect Partners
Virginia
$771