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
HIS
701
Harvest Investment Services
Illinois
$1.31M
IRP
702
Investment Research Partners
Pennsylvania
$1.3M
CCIA
703
Campbell & Co Investment Adviser
Maryland
$1.3M
CIA
704
Concurrent Investment Advisors
Florida
$1.29M
GCC
705
Guardian Capital (Canada)
Ontario, Canada
$1.28M
CCG
706
Ceeto Capital Group
Florida
$1.28M
KWM
707
Kingsview Wealth Management
Oregon
$1.28M
OAM
708
Ostrum Asset Management
France
$1.27M
IAIM
709
International Assets Investment Management
Florida
$1.27M
IP
710
Intellectus Partners
California
$1.26M
WR
711
WD Rutherford
Oregon
$1.26M
UCFA
712
United Capital Financial Advisors
Texas
$1.25M
WIM
713
WealthPlan Investment Management
Nebraska
$1.25M
QI
714
Qtron Investments
Massachusetts
$1.24M
GAM
715
Gemmer Asset Management
California
$1.24M
RMC
716
Ring Mountain Capital
California
$1.23M
CPIG
717
Chicago Partners Investment Group
Illinois
$1.22M
CRI
718
Colonial River Investments
Virginia
$1.21M
WAM
719
Westport Asset Management
Connecticut
$1.21M
NICM
720
Neo Ivy Capital Management
New York
$1.2M
VT
721
Vise Technologies
New York
$1.2M
NAM
722
NorthCrest Asset Manangement
Minnesota
$1.2M
KFA
723
Krane Funds Advisors
New York
$1.19M
Belvedere Trading
724
Belvedere Trading
Illinois
$1.19M
FAM
725
Formidable Asset Management
Ohio
$1.19M