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
BHC
676
Bowen Hanes & Co
Florida
$1.73M
BLC
677
Blue Line Capital
Illinois
$1.72M
DWM
678
Darwin Wealth Management
Florida
$1.72M
HNB
679
Huntington National Bank
Ohio
$1.72M
HHGC
680
Hunting Hill Global Capital
New York
$1.71M
AM
681
AGF Management
Ontario, Canada
$1.71M
ECM
682
Everence Capital Management
Indiana
$1.71M
FFO
683
Fiduciary Family Office
Florida
$1.67M
MAS
684
Meeder Advisory Services
Ohio
$1.67M
CL
685
Choreo LLC
Illinois
$1.66M
LFAS
686
Level Four Advisory Services
Texas
$1.65M
QPW
687
Quantum Private Wealth
Florida
$1.65M
SVWAG
688
Sound View Wealth Advisors Group
Georgia
$1.64M
SCM
689
Shelton Capital Management
Colorado
$1.63M
EDRH
690
Edmond de Rothschild Holding
Switzerland
$1.62M
WI
691
Wahed Invest
New York
$1.62M
KRSITF
692
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.62M
VIA
693
Virtus Investment Advisers
Connecticut
$1.62M
Connor, Clark & Lunn Investment Management (CC&L)
694
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.62M
JSSH
695
J. Safra Sarasin Holding
$1.61M
AWC
696
Abundance Wealth Counselors
Pennsylvania
$1.61M
SWM
697
StoneCrest Wealth Management
Arizona
$1.6M
CCM
698
Coldstream Capital Management
Washington
$1.59M
MIC
699
Maxi Investments CY
Cyprus
$1.59M
AA
700
ALPS Advisors
Colorado
$1.59M