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
KG
1276
Kilter Group
New York
$771
QWM
1277
Quaker Wealth Management
New Jersey
$643
FCAS
1278
First Command Advisory Services
Texas
$642
CWM
1279
Cranbrook Wealth Management
Michigan
$514
BCM
1280
Blume Capital Management
California
$386
LCM
1281
Logan Capital Management
Pennsylvania
$385
PWAM
1282
Private Wealth Asset Management
Iowa
$257
AA
1283
Addison Advisors
Vermont
$129
LWMI
1284
Legacy Wealth Management (Idaho)
Idaho
$129
LIS
1285
Legacy Investment Solutions
Idaho
$129
CWP
1286
Concord Wealth Partners
Virginia
$128
RJA
1287
Ross\Johnson & Associates
Minnesota
$128
IAS
1288
IMA Advisory Services
Colorado
$128
MAWAG
1289
Mid-American Wealth Advisory Group
Missouri
$79
MAFA
1290
MJT & Associates Financial Advisory
Minnesota
$11
Jennison Associates
1291
Jennison Associates
New York
CSS
1292
Cubist Systematic Strategies
Connecticut
FFM
1293
FengHe Fund Management
Singapore
JF
1294
Jump Financial
Illinois
AI
1295
Axiom Investors
Connecticut
Parallax Volatility Advisers
1296
Parallax Volatility Advisers
California
Walleye Trading
1297
Walleye Trading
New York
DKCM
1298
Davidson Kempner Capital Management
New York
WP
1299
Woodline Partners
California
XT
1300
XTX Topco
Cayman Islands