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
NIM
426
NEOS Investment Management
Connecticut
$4.96M
SF
427
Summit Financial
New Jersey
$4.95M
SGA
428
Strategic Global Advisors
California
$4.94M
Corient Private Wealth
429
Corient Private Wealth
Florida
$4.89M
M
430
Mirova
France
$4.86M
HBWM
431
Hollow Brook Wealth Management
New York
$4.79M
BP
432
BNP Paribas
France
$4.75M
AB
433
Amalgamated Bank
New York
$4.68M
OHIS
434
Oak Harvest Investment Services
Texas
$4.62M
PIWA
435
Prevail Innovative Wealth Advisors
Kansas
$4.61M
SCP
436
Shorepoint Capital Partners
Massachusetts
$4.59M
HIP
437
HUB Investment Partners
Texas
$4.56M
AAM
438
Azzad Asset Management
Virginia
$4.56M
FA
439
Faithward Advisors
Pennsylvania
$4.55M
MIM
440
Merrion Investment Management
New Jersey
$4.53M
Twin Tree Management
441
Twin Tree Management
Texas
$4.44M
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.43M
JSSH
443
J. Safra Sarasin Holding
$4.43M
National Bank of Canada
444
National Bank of Canada
Quebec, Canada
$4.43M
NIA
445
NIA Impact Advisors
California
$4.39M
SCM
446
Seascape Capital Management
New Hampshire
$4.39M
GCM
447
Goldstream Capital Management
Hong Kong
$4.35M
BWP
448
Balboa Wealth Partners
Arizona
$4.34M
SFGP
449
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.32M
FIM
450
FWL Investment Management
Texas
$4.27M