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
CIA
701
Concurrent Investment Advisors
Florida
$1.29M
GC
702
Guardian Capital
Ontario, Canada
$1.28M
CCG
703
Ceeto Capital Group
Florida
$1.28M
KWM
704
Kingsview Wealth Management
Oregon
$1.28M
OAM
705
Ostrum Asset Management
France
$1.27M
IAIM
706
International Assets Investment Management
Florida
$1.27M
IP
707
Intellectus Partners
California
$1.26M
WR
708
WD Rutherford
Oregon
$1.26M
UCFA
709
United Capital Financial Advisors
Texas
$1.25M
WIM
710
WealthPlan Investment Management
Nebraska
$1.25M
QI
711
Qtron Investments
Massachusetts
$1.24M
GAM
712
Gemmer Asset Management
California
$1.24M
RMC
713
Ring Mountain Capital
California
$1.23M
CPIG
714
Chicago Partners Investment Group
Illinois
$1.22M
CRI
715
Colonial River Investments
Virginia
$1.21M
WAM
716
Westport Asset Management
Connecticut
$1.21M
NICM
717
Neo Ivy Capital Management
New York
$1.2M
VT
718
Vise Technologies
New York
$1.2M
NAM
719
NorthCrest Asset Manangement
Minnesota
$1.2M
KFA
720
Krane Funds Advisors
New York
$1.19M
Belvedere Trading
721
Belvedere Trading
Illinois
$1.19M
FAM
722
Formidable Asset Management
Ohio
$1.19M
SWM
723
Spire Wealth Management
Virginia
$1.19M
CCA
724
Catalyst Capital Advisors
New York
$1.18M
KeyBank National Association
725
KeyBank National Association
Ohio
$1.18M