1,415 hedge funds and large institutions have $45.1B invested in Vertiv in 2025 Q3 according to their latest regulatory filings, with 260 funds opening new positions, 588 increasing their positions, 435 reducing their positions, and 121 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:

1.86% less ownership

Funds ownership: 80.22%78.37% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 5553 (-2)

11% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $3.51B

Holders
1,415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
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 +$716M
2 +$185M
3 +$165M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$150M
5
BlackRock
BlackRock
New York
+$127M

Top Sellers

1 -$351M
2 -$337M
3 -$318M
4
Morgan Stanley
Morgan Stanley
New York
-$277M
5
PCH
Polar Capital Holdings
United Kingdom
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
526
Platinum Investment Management
Australia
$2.89M
HF
527
HRT Financial
New York
$2.89M
LB
528
Legacy Bridge
Iowa
$2.88M
EPM
529
Elm Partners Management
Pennsylvania
$2.87M
PFS
530
Prospera Financial Services
Texas
$2.87M
OAM
531
Oppenheimer Asset Management
New York
$2.86M
MSRPS
532
Maryland State Retirement & Pension System
Maryland
$2.84M
CIC
533
Carnegie Investment Counsel
Ohio
$2.84M
GIS
534
Graphene Investments SAS
France
$2.84M
AAM
535
Advisors Asset Management
Colorado
$2.83M
JHCP
536
Jackson Hole Capital Partners
Oklahoma
$2.82M
LBWM
537
Left Brain Wealth Management
Illinois
$2.75M
MFG
538
Merit Financial Group
Georgia
$2.75M
OCBCO
539
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.69M
GIBU
540
Gulf International Bank (UK)
United Kingdom
$2.69M
SIAP
541
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.69M
PGAM
542
Princeton Global Asset Management
New Jersey
$2.68M
GRP
543
Global Retirement Partners
California
$2.66M
CRWM
544
Castle Rock Wealth Management
California
$2.64M
AWM
545
Axxcess Wealth Management
California
$2.63M
MOS
546
MGO One Seven
Ohio
$2.61M
PCA
547
Pallas Capital Advisors
Massachusetts
$2.61M
Balyasny Asset Management
548
Balyasny Asset Management
Illinois
$2.59M
BIP
549
Bouvel Investment Partners
Pennsylvania
$2.59M
AWA
550
Arete Wealth Advisors
Illinois
$2.58M