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
NS
451
Night Squared
New York
$4.27M
ECP
452
Electron Capital Partners
New York
$4.26M
OCA
453
Otter Creek Advisors
Florida
$4.26M
AUB
454
Atlantic Union Bankshares
Virginia
$4.24M
MAM
455
Morse Asset Management
Connecticut
$4.22M
BIG
456
Boothe Investment Group
Delaware
$4.21M
MA
457
Mutual Advisors
Nebraska
$4.19M
AFM
458
Anson Funds Management
Texas
$4.15M
WAM
459
Wakefield Asset Management
Colorado
$4.14M
Bank of Nova Scotia
460
Bank of Nova Scotia
Ontario, Canada
$4.12M
SC
461
Scotia Capital
Ontario, Canada
$4.11M
PF
462
Phoenix Financial
Israel
$4.1M
SCM
463
Summerhill Capital Management
Ontario, Canada
$4.1M
Nisa Investment Advisors
464
Nisa Investment Advisors
Missouri
$4.07M
Manulife (Manufacturers Life Insurance)
465
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.06M
NAM
466
NTV Asset Management
West Virginia
$3.99M
CM
467
Capula Management
Cayman Islands
$3.99M
TC
468
Trilogy Capital
California
$3.98M
DFCM
469
Dark Forest Capital Management
Puerto Rico
$3.98M
CCIA
470
Cherry Creek Investment Advisors
Colorado
$3.96M
PF
471
Prosperitas Financial
California
$3.92M
SPC
472
Sigma Planning Corp
Michigan
$3.9M
Bank Julius Baer & Co
473
Bank Julius Baer & Co
Switzerland
$3.88M
ACA
474
Aptus Capital Advisors
Alabama
$3.84M
SC
475
Seldon Capital
California
$3.8M