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 %
NL
1351
NVWM LLC
Pennsylvania
-$648K -8,974 Closed
NC
1352
NovaPoint Capital
Georgia
-$645K -8,937 Closed
AG
1353
Ascent Group
Virginia
-$616K -8,529 Closed
MFS
1354
Mirabella Financial Services
United Kingdom
-$611K -8,467 Closed
PCP
1355
Perbak Capital Partners
United Kingdom
-$611K -8,460 Closed
FAM
1356
Fairtree Asset Management
South Africa
-$591K -8,189 Closed
PA
1357
Procyon Advisors
Connecticut
-$562K -7,779 Closed
VF
1358
Virtu Financial
New York
-$554K -7,679 Closed
OAM
1359
Oxford Asset Management
United Kingdom
-$528K -7,311 Closed
CCIA
1360
Campbell & Co Investment Adviser
Maryland
-$524K -7,252 Closed
SMH
1361
Sanders Morris Harris
Texas
-$545K -7,250 Closed
JGC
1362
J. Goldman & Co
New York
-$518K -7,178 Closed
CAM
1363
Covenant Asset Management
New Jersey
-$512K -7,086 Closed
WCAMG
1364
Woodard & Company Asset Management Group
North Carolina
-$488K -6,762 Closed
GP
1365
Gallo Partners
New Jersey
-$486K -6,735 Closed
PTC
1366
Petrus Trust Company
Texas
-$486K -6,725 Closed
HIM
1367
Hillsdale Investment Management
Ontario, Canada
-$480K -6,650 Closed
CF
1368
Corebridge Financial
Texas
-$459K -6,357 Closed
QL
1369
Quarry LP
New York
-$409K -5,662 Closed
VWM
1370
Venturi Wealth Management
Texas
-$397K -5,495 Closed
FFA
1371
Florida Financial Advisors
Florida
-$380K -5,256 Closed
LWM
1372
LJI Wealth Management
Indiana
-$363K -5,026 Closed
M
1373
MATAURO
New York
-$335K -4,640 Closed
MMA
1374
Mizuho Markets Americas
New York
-$315K -4,356 Closed
AWA
1375
Alta Wealth Advisors
Massachusetts
-$314K -4,353 Closed