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
OIA
301
OneDigital Investment Advisors
Kansas
$10.2M
IAA
302
Independent Advisor Alliance
North Carolina
$10.2M
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$10.1M
LSA
304
L & S Advisors
California
$10M
FAB
305
First American Bank
Illinois
$9.99M
SLI
306
Sumitomo Life Insurance
Japan
$9.89M
EF
307
Empowered Funds
Pennsylvania
$9.87M
KHLMVGHM
308
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$9.85M
VC
309
Vestor Capital
Illinois
$9.85M
Truist Financial
310
Truist Financial
North Carolina
$9.77M
II
311
IFM Investors
Australia
$9.73M
BAAM
312
Baker Avenue Asset Management
California
$9.61M
SPIA
313
Steward Partners Investment Advisory
New York
$9.6M
JSP
314
Jackson Square Partners
California
$9.56M
URS
315
Utah Retirement Systems
Utah
$9.48M
Group One Trading
316
Group One Trading
Illinois
$9.48M
PP
317
Prudential plc
United Kingdom
$9.42M
Simplex Trading
318
Simplex Trading
Illinois
$9.4M
Pathstone Holdings
319
Pathstone Holdings
New Jersey
$9.39M
CIC
320
Chase Investment Counsel
Virginia
$9.25M
PFSRSONJ
321
Police & Firemen's Retirement System of New Jersey
New Jersey
$9.24M
Two Sigma Advisers
322
Two Sigma Advisers
New York
$9.19M
Mackenzie Financial
323
Mackenzie Financial
Ontario, Canada
$8.98M
Toronto Dominion Bank
324
Toronto Dominion Bank
Ontario, Canada
$8.92M
YIH
325
Y-Intercept (HK)
Hong Kong
$8.9M