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
VCP
776
Verus Capital Partners
Arizona
$1.15M
PCP
777
Perbak Capital Partners
United Kingdom
$1.15M
OFS
778
OneAscent Financial Services
Alabama
$1.15M
OTL
779
Oak Thistle LLC
New York
$1.15M
APC
780
Aspire Private Capital
North Carolina
$1.14M
DCA
781
DSG Capital Advisors
Minnesota
$1.14M
HFM
782
Hartford Funds Management
Pennsylvania
$1.13M
RC
783
Rithm Capital
New York
$1.13M
NIMC
784
Nierenberg Investment Management Company
Washington
$1.13M
MAG
785
MRA Advisory Group
New Jersey
$1.13M
RWPA
786
Richard W. Paul & Associates
Michigan
$1.13M
SFI
787
Siemens Fonds Invest
Germany
$1.12M
NWWA
788
New Wave Wealth Advisors
Arkansas
$1.12M
PS
789
Principal Securities
Iowa
$1.12M
CCG
790
Cloverfields Capital Group
Minnesota
$1.12M
WE
791
Wealth Effects
Massachusetts
$1.11M
FFA
792
Farther Finance Advisors
California
$1.11M
AC
793
AXQ Capital
New Jersey
$1.1M
MAM
794
McLaughlin Asset Management
Illinois
$1.1M
PWS
795
Peterson Wealth Services
Utah
$1.1M
CPIG
796
Chicago Partners Investment Group
Illinois
$1.1M
DWP
797
Daymark Wealth Partners
Ohio
$1.1M
Fifth Third Bancorp
798
Fifth Third Bancorp
Ohio
$1.09M
CA
799
Clearstead Advisors
Ohio
$1.09M
OAM
800
Ostrum Asset Management
France
$1.08M