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 %
PWS
1376
Precision Wealth Strategies
Missouri
-$292K -4,039 Closed
CG
1377
Cynosure Group
Utah
-$284K -3,937 Closed
FWP
1378
Forefront Wealth Partners
Texas
-$271K -3,758 Closed
AGM
1379
Alpine Global Management
New York
-$254K -3,513 Closed
TCM
1380
Teza Capital Management
Illinois
-$237K -3,287 Closed
SC
1381
SummitTX Capital
Texas
-$231K -3,193 Closed
AIA
1382
Affinity Investment Advisors
California
-$222K -3,076 Closed
OL
1383
Owen LaRue
Kentucky
-$217K -3,010 Closed
CGA
1384
Compound Global Advisors
Washington
-$217K -3,000 Closed
SPA
1385
Sherbrooke Park Advisers
New York
-$207K -2,867 Closed
GI
1386
GAMCO Investors
Connecticut
-$204K -2,825 Closed
AIP
1387
Arrowpoint Investment Partners
Singapore
-$186K -2,580 Closed
BOTPPF
1388
Board of the Pension Protection Fund
United Kingdom
-$173K -2,400 Closed
PAM
1389
Paradigm Asset Management
New York
-$144K -2,000 Closed
CWC
1390
Carolinas Wealth Consulting
North Carolina
-$126K -1,750 Closed
HCP
1391
Hexagon Capital Partners
Arkansas
-$109K -1,506 Closed
TS
1392
Triglav Skladi
Slovenia
-$101K -1,400 Closed
SL
1393
Salomon & Ludwin
Virginia
-$72.9K -1,010 Closed
QCG
1394
Quadrant Capital Group
Ohio
-$63.8K -883 Closed
CCM
1395
Cloud Capital Management
Washington
-$59K -820 Closed
RMP
1396
Richards, Merrill & Peterson
Washington
-$58.1K -805 Closed
SW
1397
SVB Wealth
Massachusetts
-$47.5K -658 Closed
WF
1398
Wayfinding Financial
Washington
-$45K -624 Closed
BT
1399
Banque Transatlantique
France
-$32.8K -492 Closed
PMFA
1400
Plante Moran Financial Advisors
Michigan
-$24.2K -335 Closed