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
UB
1251
UMB Bank
Missouri
$4.88K
FDW
1252
Fourth Dimension Wealth
Ohio
$3.85K
MAS
1253
MPWM Advisory Solutions
Georgia
$3.85K
IRC
1254
Investors Research Corp
Georgia
$3.85K
CWM
1255
Centricity Wealth Management
Ohio
$3.85K
SO
1256
Sierra Ocean
California
$3.85K
MIM
1257
MTM Investment Management
South Carolina
$3.85K
PA
1258
Pineridge Advisors
Missouri
$3.73K
1IA
1259
1620 Investment Advisors
Massachusetts
$3.21K
GC
1260
GFG Capital
Florida
$2.83K
CWM
1261
Copia Wealth Management
Oregon
$2.83K
DFC
1262
DB Fitzpatrick & Co
Idaho
$2.7K
DWM
1263
Dogwood Wealth Management
Kansas
$2.64K
TC
1264
Truvestments Capital
Florida
$2.57K
CFB
1265
Cullen/Frost Bankers
Texas
$2.45K
RWM
1266
Rialto Wealth Management
New York
$2.31K
WCM
1267
WealthTrak Capital Management
Virginia
$1.8K
SC
1268
Swan Capital
Florida
$1.8K
CIAM
1269
Caitong International Asset Management
Hong Kong
$1.54K
SC
1270
Stephens Consulting
Michigan
$1.54K
PPC
1271
Park Place Capital
Alabama
$1.47K
HIA
1272
HFM Investment Advisors
New Jersey
$1.41K
PWA
1273
Principia Wealth Advisory
Texas
$1.41K
ACA
1274
American Capital Advisory
Idaho
$1.28K
FMP
1275
Financial Management Professionals
Texas
$1.28K