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
CSA
626
Cottage Street Advisors
Massachusetts
$2.09M
VIS
627
Vega Investment Solutions
France
$2.09M
TNAM
628
Terra Nova Asset Management
New York
$2.08M
CAM
629
Concorde Asset Management
Michigan
$2.07M
CFM
630
Catalyst Funds Management
Australia
$2.06M
ACM
631
Argent Capital Management
Missouri
$2.05M
CSA
632
Cornerstone Select Advisors
Missouri
$2.05M
GTAM
633
Global Trust Asset Management
Florida
$2.05M
DF
634
Donoghue Forlines
Massachusetts
$2.04M
CWM
635
CIBC World Markets
New York
$2.04M
SCM
636
Stevens Capital Management
Pennsylvania
$2.04M
STA
637
Summit Trail Advisors
New York
$2.03M
AI
638
AXS Investments
New York
$2.03M
BMSSC
639
B. Metzler seel. Sohn & Co
Germany
$2.02M
TIM
640
Titan Investment Management
Indiana
$2.01M
HCA
641
Harbour Capital Advisors
Virginia
$2.01M
IAN
642
Integrated Advisors Network
Texas
$2M
GCC
643
Guardian Capital (Canada)
Ontario, Canada
$1.99M
FI
644
Finivi Inc
Massachusetts
$1.99M
GCM
645
Genus Capital Management
British Columbia, Canada
$1.98M
QP
646
Quartz Partners
New York
$1.95M
PIM
647
Platinum Investment Management
Australia
$1.95M
TCWM
648
Total Clarity Wealth Management
Illinois
$1.95M
Teacher Retirement System of Texas
649
Teacher Retirement System of Texas
Texas
$1.94M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
650
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.94M