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
MPW
1276
MASECO Private Wealth
$1.28K
PWM
1277
Parkworth Wealth Management
California
$1.16K
OAJ
1278
Ogorek Anthony Joseph
New York
$1K
BTD
1279
BankPlus Trust Department
Mississippi
$899
AP
1280
Aspect Partners
Virginia
$771
KG
1281
Kilter Group
New York
$771
QWM
1282
Quaker Wealth Management
New Jersey
$643
FCAS
1283
First Command Advisory Services
Texas
$642
CWM
1284
Cranbrook Wealth Management
Michigan
$514
BCM
1285
Blume Capital Management
California
$386
LCM
1286
Logan Capital Management
Pennsylvania
$385
PWAM
1287
Private Wealth Asset Management
Iowa
$257
LWMI
1288
Legacy Wealth Management (Idaho)
Idaho
$129
AA
1289
Addison Advisors
Vermont
$129
LIS
1290
Legacy Investment Solutions
Idaho
$129
CWP
1291
Concord Wealth Partners
Virginia
$128
RJA
1292
Ross\Johnson & Associates
Minnesota
$128
IAS
1293
IMA Advisory Services
Colorado
$128
MAWAG
1294
Mid-American Wealth Advisory Group
Missouri
$79
MAFA
1295
MJT & Associates Financial Advisory
Minnesota
$11
Jennison Associates
1296
Jennison Associates
New York
CSS
1297
Cubist Systematic Strategies
Connecticut
FFM
1298
FengHe Fund Management
Singapore
JF
1299
Jump Financial
Illinois
AI
1300
Axiom Investors
Connecticut