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
WI
501
Westbourne Investments
Virginia
$3.94M
XT
502
XTX Topco
Cayman Islands
$3.94M
BWM
503
BNC Wealth Management
Oregon
$3.92M
BLC
504
Brown, Lisle/Cummings
Rhode Island
$3.92M
NAM
505
NTV Asset Management
West Virginia
$3.91M
CPA
506
Capital Planning Advisors
California
$3.91M
SC
507
SummitTX Capital
Texas
$3.9M
BIM
508
Baldwin Investment Management
Pennsylvania
$3.89M
KRS
509
Kentucky Retirement Systems
Kentucky
$3.87M
AWM
510
Apollon Wealth Management
South Carolina
$3.79M
HAG
511
HighPoint Advisor Group
Illinois
$3.7M
SSWM
512
Smith Salley Wealth Management
North Carolina
$3.68M
MA
513
Mutual Advisors
Nebraska
$3.65M
MIM
514
Merrion Investment Management
New Jersey
$3.65M
KHLMTHM
515
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.65M
AAM
516
Advisors Asset Management
Colorado
$3.64M
SIAP
517
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.64M
BWP
518
Balboa Wealth Partners
Arizona
$3.63M
NP
519
Nilsine Partners
Colorado
$3.6M
Fidelity International
520
Fidelity International
Bermuda
$3.6M
SCA
521
Snowden Capital Advisors
New York
$3.58M
UOC
522
UBS O'Connor
Illinois
$3.57M
NS
523
Night Squared
New York
$3.57M
PIWA
524
Prevail Innovative Wealth Advisors
Kansas
$3.55M
EMPI
525
Elo Mutual Pension Insurance
Finland
$3.54M