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
CPSC
651
Carl P. Sherr & Co
Massachusetts
$1.94M
S
652
ShariaPortfolio
Florida
$1.94M
GAA
653
Guardian Asset Advisors
Pennsylvania
$1.92M
OAM
654
Oppenheimer Asset Management
New York
$1.92M
MC
655
Moors & Cabot
Massachusetts
$1.91M
MPWS
656
McCarter Private Wealth Services
Massachusetts
$1.91M
RFC
657
Regions Financial Corp
Alabama
$1.89M
EML
658
Eos Management LP
New York
$1.84M
DT
659
Diversified Trust
Tennessee
$1.84M
KWM
660
Kingsman Wealth Management
Florida
$1.83M
A
661
AlphaQuest
New York
$1.82M
NW
662
NewEdge Wealth
Pennsylvania
$1.82M
BCI
663
Brinker Capital Investments
Pennsylvania
$1.82M
Jacobs Levy Equity Management
664
Jacobs Levy Equity Management
New Jersey
$1.82M
FCP
665
Fidelis Capital Partners
Florida
$1.81M
JWCA
666
J.W. Cole Advisors
Florida
$1.79M
HKAM
667
Horizon Kinetics Asset Management
New York
$1.79M
GF
668
Gabelli Funds
New York
$1.78M
KPWS
669
Kestra Private Wealth Services
Texas
$1.77M
SWP
670
ShoreHaven Wealth Partners
New Jersey
$1.76M
SWP
671
Stratos Wealth Partners
Ohio
$1.76M
NC
672
NovaPoint Capital
Georgia
$1.76M
PS
673
Pennant Select
New Jersey
$1.75M
BCM
674
BlueCrest Capital Management
Jersey
$1.74M
AGM
675
Alpine Global Management
New York
$1.73M