1,425 hedge funds and large institutions have $45.1B invested in Vertiv in 2025 Q3 according to their latest regulatory filings, with 264 funds opening new positions, 591 increasing their positions, 436 reducing their positions, and 121 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:

1.84% less ownership

Funds ownership: 80.22%78.38% (-1.8%)

4% less funds holding in top 10

Funds holding in top 10: 5553 (-2)

11% less call options, than puts

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

Holders
1,425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
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
Wolverine Trading
276
Wolverine Trading
Illinois
$11.8M
William Blair & Company
277
William Blair & Company
Illinois
$11.7M
BCM
278
Beck Capital Management
Texas
$11.6M
NA
279
Nordwand Advisors
Pennsylvania
$11.5M
UIM
280
USS Investment Management
United Kingdom
$11.4M
KCP
281
Kera Capital Partners
California
$11.4M
STP
282
Science & Technology Partners
New York
$11.4M
BPWM
283
Badgley Phelps Wealth Managers
Washington
$11.3M
NPT
284
Nixon Peabody Trust
Massachusetts
$11.2M
PAG
285
Private Advisory Group
Washington
$11.1M
RMCM
286
Reynders McVeigh Capital Management
Massachusetts
$11M
VSI
287
Verde Servicos Internacionais
Brazil
$10.9M
MGP
288
M&G plc
United Kingdom
$10.8M
AIM
289
AXA Investment Managers
France
$10.8M
HRCM
290
Hood River Capital Management
Florida
$10.7M
KBC Group
291
KBC Group
Belgium
$10.7M
Envestnet Portfolio Solutions
292
Envestnet Portfolio Solutions
Illinois
$10.7M
KAS
293
Kestra Advisory Services
Texas
$10.6M
QCM
294
QRG Capital Management
Illinois
$10.5M
NA
295
Navellier & Associates
Nevada
$10.5M
TD Asset Management
296
TD Asset Management
Ontario, Canada
$10.5M
BP
297
Broadleaf Partners
Ohio
$10.5M
VVP
298
Venture Visionary Partners
Ohio
$10.4M
EAM
299
EFG Asset Management
Oregon
$10.3M
MML Investors Services
300
MML Investors Services
Massachusetts
$10.2M