1,415 hedge funds and large institutions have $45.1B invested in Vertiv in 2025 Q3 according to their latest regulatory filings, with 260 funds opening new positions, 588 increasing their positions, 435 reducing their positions, and 121 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:

1.85% less ownership

Funds ownership: 80.22%78.37% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 5553 (-2)

11% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $3.51B

Holders
1,415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
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 +$716M
2 +$185M
3 +$165M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$150M
5
BlackRock
BlackRock
New York
+$127M

Top Sellers

1 -$351M
2 -$337M
3 -$318M
4
Morgan Stanley
Morgan Stanley
New York
-$277M
5
PCH
Polar Capital Holdings
United Kingdom
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
651
Clear Harbor Asset Management
Connecticut
$1.63M
CPSC
652
Carl P. Sherr & Co
Massachusetts
$1.61M
CW
653
CreativeOne Wealth
Kansas
$1.61M
NC
654
NovaPoint Capital
Georgia
$1.6M
LFAS
655
Level Four Advisory Services
Texas
$1.6M
QIM
656
Quantitative Investment Management
Virginia
$1.6M
SVWAG
657
Sound View Wealth Advisors Group
Georgia
$1.6M
ECM
658
Everence Capital Management
Indiana
$1.59M
DT
659
Diversified Trust
Tennessee
$1.56M
HNB
660
Huntington National Bank
Ohio
$1.55M
QPW
661
Quantum Private Wealth
Florida
$1.54M
AWC
662
Abundance Wealth Counselors
Pennsylvania
$1.53M
WI
663
Wahed Invest
New York
$1.53M
CCM
664
Copeland Capital Management
Pennsylvania
$1.53M
SCM
665
Shelton Capital Management
Colorado
$1.52M
EMPI
666
Elo Mutual Pension Insurance
Finland
$1.52M
KRSITF
667
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.51M
BAM
668
Belpointe Asset Management
Nevada
$1.51M
MAS
669
Meeder Advisory Services
Ohio
$1.5M
SC
670
Stance Capital
Massachusetts
$1.5M
BJL
671
Brighton Jones LLC
Washington
$1.5M
CL
672
Choreo LLC
Illinois
$1.48M
CCM
673
Coldstream Capital Management
Washington
$1.48M
AA
674
ALPS Advisors
Colorado
$1.48M
CCG
675
Cloverfields Capital Group
Minnesota
$1.46M