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
WS
551
Wedbush Securities
California
$3.04M
JHCP
552
Jackson Hole Capital Partners
Oklahoma
$3.03M
CRWM
553
Castle Rock Wealth Management
California
$3.01M
SC
554
Seldon Capital
California
$2.94M
RWM
555
Rockline Wealth Management
New York
$2.89M
GIBU
556
Gulf International Bank (UK)
United Kingdom
$2.89M
MFG
557
Merit Financial Group
Georgia
$2.89M
FCM
558
Fourier Capital Management
$2.89M
Fisher Asset Management
559
Fisher Asset Management
Washington
$2.86M
PCA
560
Pallas Capital Advisors
Massachusetts
$2.86M
SC
561
Scotia Capital
Ontario, Canada
$2.85M
VA
562
Vident Advisory
Georgia
$2.85M
PGAM
563
Princeton Global Asset Management
New Jersey
$2.85M
PCM
564
Parsons Capital Management
Rhode Island
$2.85M
FFN
565
Focus Financial Network
Minnesota
$2.84M
REAM
566
Ripple Effect Asset Management
New York
$2.84M
HCG
567
Haven Capital Group
California
$2.81M
SFA
568
Sequoia Financial Advisors
Ohio
$2.81M
PCIA
569
Prime Capital Investment Advisors
Kansas
$2.79M
AA
570
Ancora Advisors
Ohio
$2.78M
IAIM
571
International Assets Investment Management
Florida
$2.77M
BIP
572
Bouvel Investment Partners
Pennsylvania
$2.77M
BJF
573
Blue Jean Financial
New York
$2.77M
WMP
574
Wealth Management Partners
Arizona
$2.75M
CIBC Asset Management
575
CIBC Asset Management
Ontario, Canada
$2.75M