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
SIA
601
Schear Investment Advisers
Ohio
$2.38M
MLCM
602
M & L Capital Management
United Kingdom
$2.38M
NCM
603
Novare Capital Management
North Carolina
$2.37M
GP
604
Geneva Partners
Wisconsin
$2.37M
LNWTC
605
Laird Norton Wetherby Trust Company
Washington
$2.32M
HH
606
Hilltop Holdings
Texas
$2.31M
FFG
607
Floyd Financial Group
Missouri
$2.3M
WAM
608
Werlinich Asset Management
Connecticut
$2.27M
CFO
609
Callan Family Office
Pennsylvania
$2.26M
PWS
610
Peloton Wealth Strategists
Indiana
$2.25M
SOAMC
611
Spirit of America Management Corp
New York
$2.25M
SWM
612
Shelton Wealth Management
Texas
$2.24M
NIP
613
Nicholas Investment Partners
California
$2.23M
TMAM
614
Tokio Marine Asset Management
Japan
$2.23M
MFG
615
MidWestOne Financial Group
Iowa
$2.21M
KF
616
Krilogy Financial
Missouri
$2.21M
DACS
617
Dymon Asia Capital (Singapore)
Singapore
$2.2M
Koshinski Asset Management
618
Koshinski Asset Management
Illinois
$2.19M
LOAMS
619
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.18M
NDSIB
620
North Dakota State Investment Board
North Dakota
$2.17M
CQWA
621
Chokshi & Queen Wealth Advisors
California
$2.15M
MYLI
622
Meiji Yasuda Life Insurance
Japan
$2.13M
BCV
623
Banque Cantonale Vaudoise
Switzerland
$2.1M
EH
624
Equitable Holdings
New York
$2.1M
FPAS
625
Focus Partners Advisor Solutions
Missouri
$2.09M