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
AWM
651
AE Wealth Management
Kansas
$1.7M
GF
652
Gabelli Funds
New York
$1.66M
WI
653
WBI Investments
New Jersey
$1.63M
CHAM
654
Clear Harbor Asset Management
Connecticut
$1.63M
CPSC
655
Carl P. Sherr & Co
Massachusetts
$1.61M
CW
656
CreativeOne Wealth
Kansas
$1.61M
NC
657
NovaPoint Capital
Georgia
$1.6M
LFAS
658
Level Four Advisory Services
Texas
$1.6M
QIM
659
Quantitative Investment Management
Virginia
$1.6M
SVWAG
660
Sound View Wealth Advisors Group
Georgia
$1.6M
ECM
661
Everence Capital Management
Indiana
$1.59M
DT
662
Diversified Trust
Tennessee
$1.56M
HNB
663
Huntington National Bank
Ohio
$1.55M
QPW
664
Quantum Private Wealth
Florida
$1.54M
AWC
665
Abundance Wealth Counselors
Pennsylvania
$1.53M
WI
666
Wahed Invest
New York
$1.53M
CCM
667
Copeland Capital Management
Pennsylvania
$1.53M
SCM
668
Shelton Capital Management
Colorado
$1.52M
EMPI
669
Elo Mutual Pension Insurance
Finland
$1.52M
KRSITF
670
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.51M
BAM
671
Belpointe Asset Management
Nevada
$1.51M
MAS
672
Meeder Advisory Services
Ohio
$1.5M
SC
673
Stance Capital
Massachusetts
$1.5M
BJL
674
Brighton Jones LLC
Washington
$1.5M
CL
675
Choreo LLC
Illinois
$1.48M