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
FFA
1376
Florida Financial Advisors
Florida
LWM
1377
LJI Wealth Management
Indiana
M
1378
MATAURO
New York
MMA
1379
Mizuho Markets Americas
New York
AWA
1380
Alta Wealth Advisors
Massachusetts
PWS
1381
Precision Wealth Strategies
Missouri
CG
1382
Cynosure Group
Utah
FWP
1383
Forefront Wealth Partners
Texas
AGM
1384
Alpine Global Management
New York
TCM
1385
Teza Capital Management
Illinois
SC
1386
SummitTX Capital
Texas
AIA
1387
Affinity Investment Advisors
California
OL
1388
Owen LaRue
Kentucky
CGA
1389
Compound Global Advisors
Washington
SPA
1390
Sherbrooke Park Advisers
New York
GI
1391
GAMCO Investors
Connecticut
AIP
1392
Arrowpoint Investment Partners
Singapore
BOTPPF
1393
Board of the Pension Protection Fund
United Kingdom
PAM
1394
Paradigm Asset Management
New York
CWC
1395
Carolinas Wealth Consulting
North Carolina
HCP
1396
Hexagon Capital Partners
Arkansas
TS
1397
Triglav Skladi
Slovenia
SL
1398
Salomon & Ludwin
Virginia
QCG
1399
Quadrant Capital Group
Ohio
CCM
1400
Cloud Capital Management
Washington