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
CW
701
CreativeOne Wealth
Kansas
$1.59M
HAM
702
Harmony Asset Management
Arizona
$1.57M
PF
703
Phoenix Financial
Israel
$1.57M
CIA
704
Cladis Investment Advisory
Montana
$1.56M
PWM
705
Prosperity Wealth Management
California
$1.55M
Principal Financial Group
706
Principal Financial Group
Iowa
$1.55M
KIG
707
Kennedy Investment Group
New Jersey
$1.53M
KWA
708
Kingswood Wealth Advisors
California
$1.53M
RMC
709
Ring Mountain Capital
California
$1.53M
AWMS
710
Advocacy Wealth Management Services
Georgia
$1.53M
CFG
711
Citizens Financial Group
Rhode Island
$1.53M
CTA
712
Chesley Taft & Associates
Illinois
$1.53M
VT
713
Vise Technologies
New York
$1.53M
TPA
714
Trivium Point Advisory
Connecticut
$1.52M
BAM
715
Belpointe Asset Management
Nevada
$1.52M
FFM
716
Fisher Funds Management
New Zealand
$1.51M
MK
717
MASTERINVEST Kapitalanlage
$1.49M
Mawer Investment Management
718
Mawer Investment Management
Alberta, Canada
$1.48M
LAM
719
LECAP Asset Management
United Kingdom
$1.47M
PCM
720
Portolan Capital Management
Massachusetts
$1.46M
UCFA
721
United Capital Financial Advisors
Texas
$1.46M
VFA
722
Valeo Financial Advisors
Indiana
$1.45M
AWM
723
AE Wealth Management
Kansas
$1.44M
MWM
724
Meridian Wealth Management
Kentucky
$1.44M
PIA
725
Prakash Investment Advisors
Massachusetts
$1.44M