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
OIMU
751
Osmosis Investment Management UK
United Kingdom
$1.29M
ACM
752
Arlington Capital Management
Illinois
$1.28M
GAG
753
GM Advisory Group
New York
$1.27M
KCFA
754
Key Client Fiduciary Advisors
New Jersey
$1.27M
JCFM
755
JBR Co Financial Management
Oklahoma
$1.27M
CAM
756
Congress Asset Management
Massachusetts
$1.26M
HWM
757
HB Wealth Management
Georgia
$1.26M
LFM
758
LGT Fund Management
Liechtenstein
$1.22M
DAS
759
Dynamic Advisor Solutions
Arizona
$1.22M
QI
760
Qtron Investments
Massachusetts
$1.22M
MC
761
Machina Capital
France
$1.21M
WAM
762
Westport Asset Management
Connecticut
$1.21M
MCM
763
Massar Capital Management
Connecticut
$1.2M
AG
764
AIA Group
Hong Kong
$1.2M
KeyBank National Association
765
KeyBank National Association
Ohio
$1.19M
DIM
766
Delta Investment Management
California
$1.18M
LCM
767
LDR Capital Management
New York
$1.18M
GAM
768
Generali Asset Management
Italy
$1.17M
S
769
SignatureFD
Georgia
$1.17M
EA
770
Emerald Advisers
Pennsylvania
$1.17M
SQA
771
Simon Quick Advisors
New Jersey
$1.17M
KWM
772
Kingsview Wealth Management
Oregon
$1.17M
BWM
773
Braeburn Wealth Management
Michigan
$1.16M
MYIA
774
Mount Yale Investment Advisors
Colorado
$1.16M
RS
775
Rakuten Securities
Japan
$1.16M