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
LJAC
751
L.J. Altfest & Co
New York
$1.03M
IPW
752
Impact Partnership Wealth
Georgia
$1.02M
DIM
753
Delta Investment Management
California
$1.01M
WWM
754
Western Wealth Management
Colorado
$1.01M
DA
755
Dover Advisors
Virginia
$1M
WIS
756
Wright Investors Service
Connecticut
$1M
TCWM
757
Total Clarity Wealth Management
Illinois
$1M
HIA
758
Harbor Investment Advisory
Maryland
$996K
S
759
SignatureFD
Georgia
$992K
SAM
760
Synergy Asset Management
Washington
$990K
CAL
761
Capital Analysts LLC
Pennsylvania
$989K
CGIM
762
Cannon Global Investment Management
Florida
$981K
SWP
763
Stratos Wealth Partners
Ohio
$977K
GIA
764
Gladstone Institutional Advisory
Florida
$975K
WAM
765
WealthTrust Asset Management
Florida
$972K
GTAM
766
Global Trust Asset Management
Florida
$969K
BS
767
Banco Santander
Spain
$960K
HWM
768
HB Wealth Management
Georgia
$954K
PPW
769
Parcion Private Wealth
Washington
$951K
BRWA
770
B. Riley Wealth Advisors
Florida
$942K
HWM
771
Hohimer Wealth Management
Washington
$938K
EH
772
Equitable Holdings
New York
$936K
PSP
773
Principal Street Partners
Tennessee
$934K
PCM
774
Presidio Capital Management
California
$927K
UM
775
UniSuper Management
Australia
$920K