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
TCA
501
Trifecta Capital Advisors
Illinois
$3.36M
IMRF
502
Illinois Municipal Retirement Fund
Illinois
$3.33M
SWP
503
ShoreHaven Wealth Partners
New Jersey
$3.33M
LS
504
Livforsakringsbolaget Skandia
Sweden
$3.3M
DILIC
505
Dai-ichi Life Insurance Company
Japan
$3.23M
UOC
506
UBS O'Connor
Illinois
$3.23M
New York State Teachers Retirement System (NYSTRS)
507
New York State Teachers Retirement System (NYSTRS)
New York
$3.19M
IGAM
508
iA Global Asset Management
Quebec, Canada
$3.19M
EGM
509
Engineers Gate Manager
New York
$3.19M
HCS
510
Himension Capital (Singapore)
Singapore
$3.17M
LIP
511
Lighthouse Investment Partners
Florida
$3.17M
CI
512
Carroll Investors
South Carolina
$3.17M
EFM
513
Eley Financial Management
Vermont
$3.16M
SCA
514
Snowden Capital Advisors
New York
$3.14M
LIP
515
Liontrust Investment Partners
United Kingdom
$3.1M
BFS
516
Bard Financial Services
Connecticut
$3.06M
Fisher Asset Management
517
Fisher Asset Management
Washington
$3.03M
CB
518
Commerce Bank
Missouri
$3.02M
NS
519
NBC Securities
Alabama
$3.01M
PAS
520
Park Avenue Securities
New York
$3M
Capstone Investment Advisors
521
Capstone Investment Advisors
New York
$2.98M
QT
522
Quantbot Technologies
New York
$2.98M
SPS
523
Susquehanna Portfolio Strategies
Pennsylvania
$2.97M
B
524
Bensler
Washington
$2.94M
WAP
525
Wealthcare Advisory Partners
Pennsylvania
$2.93M