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
AIMCA
401
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.76M
PS
402
Pennant Select
New Jersey
$5.7M
Lazard Asset Management
403
Lazard Asset Management
New York
$5.67M
SA
404
Sovran Advisors
California
$5.54M
AAP
405
Arax Advisory Partners
Colorado
$5.5M
KG
406
Kieckhefer Group
Wisconsin
$5.49M
PCM
407
Penserra Capital Management
California
$5.48M
WI
408
Westbourne Investments
Virginia
$5.39M
BPIM
409
Brant Point Investment Management
New York
$5.36M
SW
410
SteelPeak Wealth
California
$5.35M
BFS
411
Bradley Foster & Sargent
Connecticut
$5.35M
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$5.32M
Assenagon Asset Management
413
Assenagon Asset Management
Luxembourg
$5.32M
RP
414
Rowlandmiller & Partners
Georgia
$5.32M
M&T Bank
415
M&T Bank
New York
$5.32M
ACM
416
Alight Capital Management
New York
$5.28M
HWA
417
HCR Wealth Advisors
California
$5.26M
KFP
418
KMG Fiduciary Partners
Ohio
$5.19M
IIM
419
INTECH Investment Management
Florida
$5.18M
DCM
420
Davidson Capital Management
Texas
$5.17M
N
421
Natixis
France
$5.11M
SLAM
422
Swiss Life Asset Management
$5.06M
NCGI
423
Next Century Growth Investors
Minnesota
$4.99M
VFM
424
Viking Fund Management
North Dakota
$4.98M
TE
425
Tema ETFs
New York
$4.96M