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
HWAM
476
Hennion & Walsh Asset Management
New Jersey
$3.8M
SIG
477
Sargent Investment Group
Maryland
$3.79M
AV
478
ASR Vermogensbeheer
Netherlands
$3.79M
BOH
479
Bank of Hawaii
Hawaii
$3.78M
TF
480
Telligent Fund
Hong Kong
$3.77M
MA
481
Mezzasalma Advisors
New Jersey
$3.75M
BWM
482
BNC Wealth Management
Oregon
$3.74M
CPA
483
Capital Planning Advisors
California
$3.72M
EAMA
484
EFG Asset Management (Americas)
Florida
$3.71M
MIM
485
MetLife Investment Management
New Jersey
$3.67M
GCM
486
Gunderson Capital Management
South Carolina
$3.67M
BIM
487
Baldwin Investment Management
Pennsylvania
$3.67M
TCA
488
Tortoise Capital Advisors
Kansas
$3.65M
SLC
489
Second Line Capital
Louisiana
$3.64M
GDCM
490
Galaxy Digital Capital Management
New York
$3.61M
KRS
491
Kentucky Retirement Systems
Kentucky
$3.6M
BLC
492
Brown, Lisle/Cummings
Rhode Island
$3.55M
WGC
493
Watts Gwilliam & Co
Arizona
$3.5M
1WM
494
1858 Wealth Management
Ohio
$3.49M
HAG
495
HighPoint Advisor Group
Illinois
$3.47M
ATPW
496
Ashton Thomas Private Wealth
Arizona
$3.45M
OSAM
497
O'Shaughnessy Asset Management
Connecticut
$3.41M
SSWM
498
Smith Salley Wealth Management
North Carolina
$3.4M
KHLMTHM
499
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.39M
AWM
500
Apollon Wealth Management
South Carolina
$3.36M