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
NCM
576
Novare Capital Management
North Carolina
$2.31M
HH
577
Hilltop Holdings
Texas
$2.31M
HHGC
578
Hunting Hill Global Capital
New York
$2.28M
Thrivent Financial for Lutherans
579
Thrivent Financial for Lutherans
Minnesota
$2.27M
JG
580
Jain Global
New York
$2.27M
ACM
581
Advent Capital Management
New York
$2.26M
BMSSC
582
B. Metzler seel. Sohn & Co
Germany
$2.26M
BIA
583
Benchmark Investment Advisors
Illinois
$2.25M
SCM
584
Sandler Capital Management
New York
$2.24M
CDDEC
585
Caisse Des Depots Et Consignations
France
$2.23M
SI
586
Shaker Investments
Ohio
$2.22M
SC
587
SummitTX Capital
Texas
$2.2M
WS
588
Wedbush Securities
California
$2.2M
IA
589
IFP Advisors
Florida
$2.19M
DWM
590
Darwin Wealth Management
Florida
$2.18M
SS
591
SBI Securities
Japan
$2.18M
Principal Financial Group
592
Principal Financial Group
Iowa
$2.15M
BBVA
593
Banco Bilbao Vizcaya Argentaria
Spain
$2.14M
GAM
594
Generali Asset Management
Italy
$2.13M
NERM
595
New England Research & Management
Illinois
$2.13M
AGM
596
Aragon Global Management
Florida
$2.11M
DS
597
DRW Securities
Illinois
$2.1M
MFG
598
MidWestOne Financial Group
Iowa
$2.09M
NIP
599
Nicholas Investment Partners
California
$2.08M
MOACM
600
Mutual of America Capital Management
New York
$2.08M