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
FBB
426
Fulton Breakefield Broenniman
Maryland
$5.52M
PWM
427
Perigon Wealth Management
California
$5.51M
KFP
428
KMG Fiduciary Partners
Ohio
$5.47M
AB
429
Amalgamated Bank
New York
$5.45M
WBC
430
Westpac Banking Corp
Australia
$5.44M
CI
431
Carroll Investors
South Carolina
$5.43M
PCM
432
Penserra Capital Management
California
$5.39M
NCGI
433
Next Century Growth Investors
Minnesota
$5.36M
HIP
434
HUB Investment Partners
Texas
$5.34M
LGF
435
LGT Group Foundation
Liechtenstein
$5.34M
DCM
436
Davidson Capital Management
Texas
$5.32M
IMCOOI
437
Investment Management Corp of Ontario (IMCO)
Canada
$5.3M
AAM
438
Azzad Asset Management
Virginia
$5.26M
SAM
439
Scopus Asset Management
New York
$5.21M
SGA
440
Strategic Global Advisors
California
$5.2M
HWA
441
HCR Wealth Advisors
California
$5.19M
National Bank of Canada
442
National Bank of Canada
Quebec, Canada
$5.1M
Manulife (Manufacturers Life Insurance)
443
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.07M
DK
444
DJE Kapital
Germany
$5.07M
CS
445
Candriam SCA
Luxembourg
$5.06M
Bank of Nova Scotia
446
Bank of Nova Scotia
Ontario, Canada
$5.05M
MCM
447
Mitchell Capital Management
Kansas
$5.03M
FA
448
Faithward Advisors
Pennsylvania
$5.02M
SA
449
Sovran Advisors
California
$5.02M
M
450
Mirova
France
$4.99M