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
PTC
1376
Petrus Trust Company
Texas
HIM
1377
Hillsdale Investment Management
Ontario, Canada
CF
1378
Corebridge Financial
Texas
QL
1379
Quarry LP
New York
VWM
1380
Venturi Wealth Management
Texas
FFA
1381
Florida Financial Advisors
Florida
LWM
1382
LJI Wealth Management
Indiana
M
1383
MATAURO
New York
MMA
1384
Mizuho Markets Americas
New York
AWA
1385
Alta Wealth Advisors
Massachusetts
SI
1386
Severin Investments
Missouri
PWS
1387
Precision Wealth Strategies
Missouri
CG
1388
Cynosure Group
Utah
FWP
1389
Forefront Wealth Partners
Texas
AGM
1390
Alpine Global Management
New York
TCM
1391
Teza Capital Management
Illinois
SC
1392
SummitTX Capital
Texas
AIA
1393
Affinity Investment Advisors
California
OL
1394
Owen LaRue
Kentucky
CGA
1395
Compound Global Advisors
Washington
SPA
1396
Sherbrooke Park Advisers
New York
GI
1397
GAMCO Investors
Connecticut
AIP
1398
Arrowpoint Investment Partners
Singapore
BOTPPF
1399
Board of the Pension Protection Fund
United Kingdom
PAM
1400
Paradigm Asset Management
New York