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
CP
676
CenterBook Partners
Connecticut
$1.46M
Jacobs Levy Equity Management
677
Jacobs Levy Equity Management
New Jersey
$1.43M
DAS
678
Dynamic Advisor Solutions
Arizona
$1.42M
FM
679
Freemont Management
Switzerland
$1.42M
LCM
680
LDR Capital Management
New York
$1.41M
BPA
681
Beacon Pointe Advisors
California
$1.41M
PIA
682
Prakash Investment Advisors
Massachusetts
$1.41M
NW
683
NewEdge Wealth
Pennsylvania
$1.4M
FFM
684
Fisher Funds Management
New Zealand
$1.4M
FLPIM
685
F.L. Putnam Investment Management
Massachusetts
$1.4M
GAG
686
GM Advisory Group
New York
$1.39M
CTA
687
Chesley Taft & Associates
Illinois
$1.38M
PWM
688
Prosperity Wealth Management
California
$1.36M
SWM
689
StoneCrest Wealth Management
Arizona
$1.35M
TPA
690
Trivium Point Advisory
Connecticut
$1.34M
RIM
691
Rakuten Investment Management
Japan
$1.33M
EC
692
EdgeRock Capital
Colorado
$1.32M
RWPA
693
Richard W. Paul & Associates
Michigan
$1.32M
ACM
694
Arlington Capital Management
Illinois
$1.32M
CFG
695
Citizens Financial Group
Rhode Island
$1.32M
PIM
696
Plato Investment Management
Australia
$1.32M
PWS
697
Peloton Wealth Strategists
Indiana
$1.31M
HIS
698
Harvest Investment Services
Illinois
$1.31M
IRP
699
Investment Research Partners
Pennsylvania
$1.3M
CCIA
700
Campbell & Co Investment Adviser
Maryland
$1.3M