1,428 hedge funds and large institutions have $45.2B invested in Vertiv in 2025 Q3 according to their latest regulatory filings, with 264 funds opening new positions, 592 increasing their positions, 437 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.91% less ownership

Funds ownership: 80.44%78.54% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 5654 (-2)

11% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $3.51B

Holders
1,428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.14B
Puts
$3.51B
Net Calls
Net Calls Change

Top Buyers

1 +$633M
2 +$164M
3 +$146M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$132M
5
BlackRock
BlackRock
New York
+$112M

Top Sellers

1 -$310M
2 -$298M
3 -$281M
4
Morgan Stanley
Morgan Stanley
New York
-$245M
5
PCH
Polar Capital Holdings
United Kingdom
-$184M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
251
Fjarde Ap-fonden
Sweden
$14.2M
DAM
252
Deepwater Asset Management
Minnesota
$14.2M
BDAM
253
Blue Door Asset Management
Connecticut
$14.1M
NA
254
NewEdge Advisors
Louisiana
$14M
GLF
255
Groupe la Francaise
France
$13.8M
SSA
256
Sierra Summit Advisors
Nevada
$13.8M
WCA
257
Waratah Capital Advisors
Ontario, Canada
$13.6M
BL
258
BWCP LP
Texas
$13.5M
CRCM
259
Crystal Rock Capital Management
Illinois
$13.4M
SCM
260
SIR Capital Management
New York
$13.4M
TIAA Trust, National Association
261
TIAA Trust, National Association
North Carolina
$13.4M
RCYC
262
Richard C. Young & Co
Rhode Island
$13.3M
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
VIM
264
Vinva Investment Management
Australia
$13.2M
YCM
265
Yaupon Capital Management
New York
$13.2M
JCM
266
Janney Capital Management
Pennsylvania
$13.1M
KIA
267
KCM Investment Advisors
California
$13.1M
CC
268
Cornerstone Capital
California
$13.1M
Natixis Advisors
269
Natixis Advisors
Massachusetts
$12.8M
SCM
270
Silvant Capital Management
Georgia
$12.5M
TAM
271
Talos Asset Management
New York
$12.4M
SCM
272
Sone Capital Management
New York
$12.3M
SAM
273
Scopus Asset Management
New York
$12.1M
X
274
Xponance
Pennsylvania
$12M
WTC
275
WhitTier Trust Company
Nevada
$12M