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
MYIA
726
Mount Yale Investment Advisors
Colorado
$1.18M
JCFM
727
JBR Co Financial Management
Oklahoma
$1.18M
CAM
728
Congress Asset Management
Massachusetts
$1.18M
PWMG
729
Prestige Wealth Management Group
New Jersey
$1.17M
CA
730
Clearstead Advisors
Ohio
$1.17M
FFA
731
Farther Finance Advisors
California
$1.16M
AI
732
Atria Investments
North Carolina
$1.15M
KCFA
733
Key Client Fiduciary Advisors
New Jersey
$1.15M
WCA
734
Westover Capital Advisors
Delaware
$1.15M
EA
735
Emerald Advisers
Pennsylvania
$1.14M
EAM
736
Erste Asset Management
Austria
$1.13M
EMAM
737
Encompass More Asset Management
California
$1.13M
FCP
738
Fidelis Capital Partners
Florida
$1.12M
MCM
739
Massar Capital Management
Connecticut
$1.12M
WE
740
Wealth Effects
Massachusetts
$1.11M
RIS
741
Richmond Investment Services
Wisconsin
$1.11M
SQA
742
Simon Quick Advisors
New Jersey
$1.1M
PCM
743
Prelude Capital Management
New York
$1.09M
SMH
744
Sanders Morris Harris
Texas
$1.06M
MAG
745
MRA Advisory Group
New Jersey
$1.05M
KWM
746
Kingsman Wealth Management
Florida
$1.05M
OFS
747
OneAscent Financial Services
Alabama
$1.04M
PWS
748
Peterson Wealth Services
Utah
$1.04M
Lido Advisors
749
Lido Advisors
California
$1.04M
OWA
750
Outlook Wealth Advisors
Texas
$1.03M