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
KIG
376
Kessler Investment Group
Indiana
$6.53M
JFG
377
Jefferies Financial Group
New York
$6.49M
GWSG
378
GPS Wealth Strategies Group
Colorado
$6.4M
UIA
379
Ulland Investment Advisors
Minnesota
$6.4M
ORI
380
Oak Ridge Investments
Illinois
$6.38M
SAA
381
Southeast Asset Advisors
Georgia
$6.38M
BWM
382
Bulltick Wealth Management
Florida
$6.32M
MCM
383
MAI Capital Management
Ohio
$6.3M
CS
384
Candriam SCA
Luxembourg
$6.3M
EIA
385
Edgemoor Investment Advisors
Maryland
$6.27M
DWM
386
Dakota Wealth Management
Florida
$6.26M
WBC
387
Westpac Banking Corp
Australia
$6.24M
Luther King Capital Management (LKCM)
388
Luther King Capital Management (LKCM)
Texas
$6.18M
AAIS
389
ABN AMRO Investment Solutions
$6.17M
IGM
390
Incline Global Management
New York
$6.17M
AG
391
AIA Group
Hong Kong
$6.11M
ONB
392
Old National Bancorp
Indiana
$6.11M
Brown Advisory
393
Brown Advisory
Maryland
$6.05M
VPIM
394
Vanguard Personalized Indexing Management
California
$6M
P
395
&Partners
Tennessee
$5.96M
MYAM
396
Meiji Yasuda Asset Management
Japan
$5.87M
AF
397
Avanza Fonder
Sweden
$5.87M
II
398
Inspire Investing
Idaho
$5.8M
OWIM
399
Old West Investment Management
California
$5.8M
CWM
400
CMH Wealth Management
New Hampshire
$5.78M