1,594 hedge funds and large institutions have $48.3B invested in Vertiv in 2025 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 603 increasing their positions, 536 reducing their positions, and 101 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.19% less ownership

Funds ownership: 78.39%78.19% (-0.19%)

10% less call options, than puts

Call options by funds: $3.81B | Put options by funds: $4.25B

22% less funds holding in top 10

Funds holding in top 10: 5442 (-12)

Holders
1,594
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.81B
Puts
$4.25B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGM
401
Aragon Global Management
Florida
$6.46M
GLF
402
Groupe la Francaise
France
$6.33M
ASN
403
Advisory Services Network
Georgia
$6.25M
II
404
Inspire Investing
Idaho
$6.21M
EA
405
Ellsworth Advisors
Ohio
$6.21M
Mercer Global Advisors
406
Mercer Global Advisors
Colorado
$6.18M
WWA
407
WCG Wealth Advisors
Nevada
$6.16M
M&T Bank
408
M&T Bank
New York
$6.15M
CWM
409
CMH Wealth Management
New Hampshire
$6.12M
PI
410
PineBridge Investments
New York
$6.06M
CB
411
Commerce Bank
Missouri
$6M
OQS
412
Occudo Quantitative Strategies
Florida
$5.97M
OIA
413
OneDigital Investment Advisors
Kansas
$5.9M
PCM
414
Polymer Capital Management
New York
$5.83M
UIA
415
Ulland Investment Advisors
Minnesota
$5.81M
VAM
416
VMS Asset Management
$5.79M
CIA
417
Concurrent Investment Advisors
Florida
$5.77M
RP
418
Rowlandmiller & Partners
Georgia
$5.72M
ACM
419
Arosa Capital Management
Florida
$5.67M
BFS
420
Bradley Foster & Sargent
Connecticut
$5.63M
DAM
421
Deepwater Asset Management
Minnesota
$5.6M
AF
422
Allworth Financial
California
$5.58M
SF
423
Summit Financial
New Jersey
$5.58M
SWM
424
Spire Wealth Management
Virginia
$5.56M
Nisa Investment Advisors
425
Nisa Investment Advisors
Missouri
$5.54M