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
YIH
326
Y-Intercept (HK)
Hong Kong
$8.9M
IBOK
327
Independence Bank of Kentucky
Kentucky
$8.88M
NRCM
328
Northern Right Capital Management
Connecticut
$8.85M
NRS
329
Neville Rodie & Shaw
New York
$8.83M
IMPI
330
Ilmarinen Mutual Pension Insurance
Finland
$8.75M
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$8.58M
BHCM
332
Brevan Howard Capital Management
Jersey
$8.57M
OC
333
Oppenheimer & Co
New York
$8.52M
TCM
334
Traynor Capital Management
Pennsylvania
$8.52M
SIA
335
Sit Investment Associates
Minnesota
$8.32M
SA
336
Sanctuary Advisors
Indiana
$8.28M
PWM
337
Perigon Wealth Management
California
$8.23M
Wealthfront Advisers
338
Wealthfront Advisers
California
$8.19M
SI
339
Stephens Inc
Arkansas
$8.17M
TI
340
Tidal Investments
Wisconsin
$8.08M
SB
341
Strategic Blueprint
Georgia
$8.08M
JSC
342
Jackson Square Capital
California
$7.97M
JCM
343
Jag Capital Management
Missouri
$7.94M
PCM
344
Polymer Capital Management
New York
$7.88M
BCIM
345
British Columbia Investment Management
British Columbia, Canada
$7.85M
Public Sector Pension Investment Board (PSP Investments)
346
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.84M
EI
347
Ethic Inc
New York
$7.8M
CCMG
348
Clark Capital Management Group
Pennsylvania
$7.78M
ECM
349
ExodusPoint Capital Management
New York
$7.72M
PNC Financial Services Group
350
PNC Financial Services Group
Pennsylvania
$7.69M