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
WAM
601
Werlinich Asset Management
Connecticut
$2.08M
FI
602
Finivi Inc
Massachusetts
$2.07M
CSA
603
Cottage Street Advisors
Massachusetts
$2.07M
STA
604
Summit Trail Advisors
New York
$2.07M
Koshinski Asset Management
605
Koshinski Asset Management
Illinois
$2.06M
SFA
606
Sequoia Financial Advisors
Ohio
$2.06M
BCV
607
Banque Cantonale Vaudoise
Switzerland
$2.06M
TMAM
608
Tokio Marine Asset Management
Japan
$2.06M
FPAS
609
Focus Partners Advisor Solutions
Missouri
$2.03M
SWM
610
Shelton Wealth Management
Texas
$2.03M
CAM
611
Concorde Asset Management
Michigan
$2.02M
EDRH
612
Edmond de Rothschild Holding
Switzerland
$1.99M
AC
613
Allstate Corporation
Illinois
$1.99M
ET
614
Entropy Technologies
New York
$1.99M
EPA
615
Element Pointe Advisors
Florida
$1.97M
CBU
616
CIBC Bancorp USA
Illinois
$1.96M
HI
617
Horizon Investments
North Carolina
$1.95M
Capital Fund Management (CFM)
618
Capital Fund Management (CFM)
France
$1.94M
VIA
619
Virtus Investment Advisers
Connecticut
$1.94M
SOAMC
620
Spirit of America Management Corp
New York
$1.94M
DAS
621
Diversify Advisory Services
Utah
$1.94M
XT
622
XTX Topco
Cayman Islands
$1.93M
ACM
623
Argent Capital Management
Missouri
$1.93M
CFM
624
Catalyst Funds Management
Australia
$1.92M
FFG
625
Floyd Financial Group
Missouri
$1.91M