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
CCM
676
Coldstream Capital Management
Washington
$1.48M
AA
677
ALPS Advisors
Colorado
$1.48M
CCG
678
Cloverfields Capital Group
Minnesota
$1.46M
CP
679
CenterBook Partners
Connecticut
$1.46M
Jacobs Levy Equity Management
680
Jacobs Levy Equity Management
New Jersey
$1.43M
DAS
681
Dynamic Advisor Solutions
Arizona
$1.42M
FM
682
Freemont Management
Switzerland
$1.42M
LCM
683
LDR Capital Management
New York
$1.41M
BPA
684
Beacon Pointe Advisors
California
$1.41M
PIA
685
Prakash Investment Advisors
Massachusetts
$1.41M
NW
686
NewEdge Wealth
Pennsylvania
$1.4M
FFM
687
Fisher Funds Management
New Zealand
$1.4M
FLPIM
688
F.L. Putnam Investment Management
Massachusetts
$1.4M
GAG
689
GM Advisory Group
New York
$1.39M
CTA
690
Chesley Taft & Associates
Illinois
$1.38M
PWM
691
Prosperity Wealth Management
California
$1.36M
SWM
692
StoneCrest Wealth Management
Arizona
$1.35M
TPA
693
Trivium Point Advisory
Connecticut
$1.34M
RIM
694
Rakuten Investment Management
Japan
$1.33M
EC
695
EdgeRock Capital
Colorado
$1.32M
RWPA
696
Richard W. Paul & Associates
Michigan
$1.32M
ACM
697
Arlington Capital Management
Illinois
$1.32M
CFG
698
Citizens Financial Group
Rhode Island
$1.32M
PIM
699
Plato Investment Management
Australia
$1.32M
PWS
700
Peloton Wealth Strategists
Indiana
$1.31M