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
HCA
626
Harbour Capital Advisors
Virginia
$1.89M
FFO
627
Fiduciary Family Office
Florida
$1.89M
AI
628
AXS Investments
New York
$1.89M
GC
629
Globeflex Capital
California
$1.86M
LOAMS
630
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.85M
ALMGDA
631
AG2R La Mondiale Gestion d'Actifs
France
$1.85M
CFO
632
Callan Family Office
Pennsylvania
$1.85M
HCM
633
Hodges Capital Management
Texas
$1.84M
TNAM
634
Terra Nova Asset Management
New York
$1.84M
HKAM
635
Horizon Kinetics Asset Management
New York
$1.83M
DADC
636
D.A. Davidson & Co
Montana
$1.82M
BHC
637
Bowen Hanes & Co
Florida
$1.81M
CSA
638
Cornerstone Select Advisors
Missouri
$1.8M
VA
639
Vident Advisory
Georgia
$1.8M
BCI
640
Brinker Capital Investments
Pennsylvania
$1.79M
MPWS
641
McCarter Private Wealth Services
Massachusetts
$1.79M
APC
642
Aspire Private Capital
North Carolina
$1.78M
MC
643
Moors & Cabot
Massachusetts
$1.78M
GAA
644
Guardian Asset Advisors
Pennsylvania
$1.78M
LSA
645
Leonteq Securities AG
Switzerland
$1.77M
CIA
646
Cladis Investment Advisory
Montana
$1.77M
KWA
647
Kingswood Wealth Advisors
California
$1.75M
QP
648
Quartz Partners
New York
$1.74M
BC
649
Bridgefront Capital
Texas
$1.73M
EML
650
Eos Management LP
New York
$1.72M