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
PWS
751
Peterson Wealth Services
Utah
$1.04M
Lido Advisors
752
Lido Advisors
California
$1.04M
OWA
753
Outlook Wealth Advisors
Texas
$1.03M
LJAC
754
L.J. Altfest & Co
New York
$1.03M
IPW
755
Impact Partnership Wealth
Georgia
$1.02M
DIM
756
Delta Investment Management
California
$1.01M
WWM
757
Western Wealth Management
Colorado
$1.01M
DA
758
Dover Advisors
Virginia
$1M
WIS
759
Wright Investors Service
Connecticut
$1M
TCWM
760
Total Clarity Wealth Management
Illinois
$1M
HIA
761
Harbor Investment Advisory
Maryland
$996K
S
762
SignatureFD
Georgia
$992K
SAM
763
Synergy Asset Management
Washington
$990K
CAL
764
Capital Analysts LLC
Pennsylvania
$989K
CGIM
765
Cannon Global Investment Management
Florida
$981K
SWP
766
Stratos Wealth Partners
Ohio
$977K
GIA
767
Gladstone Institutional Advisory
Florida
$975K
WAM
768
WealthTrust Asset Management
Florida
$972K
GTAM
769
Global Trust Asset Management
Florida
$969K
BS
770
Banco Santander
Spain
$960K
HWM
771
HB Wealth Management
Georgia
$954K
PPW
772
Parcion Private Wealth
Washington
$951K
BRWA
773
B. Riley Wealth Advisors
Florida
$942K
HWM
774
Hohimer Wealth Management
Washington
$938K
EH
775
Equitable Holdings
New York
$936K