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
AC
801
AXQ Capital
New Jersey
$843K
FDP
802
Financiere des Professionnels
Quebec, Canada
$843K
PFU
803
Parus Finance (UK)
United Kingdom
$841K
CA
804
CoreCap Advisors
Michigan
$841K
VFA
805
Valeo Financial Advisors
Indiana
$837K
MA
806
Mosaic Advisors
Texas
$837K
HGA
807
Hobbs Group Advisors
South Carolina
$836K
GWMR
808
GC Wealth Management RIA
Massachusetts
$835K
VC
809
Veracity Capital
Georgia
$834K
HI
810
Hudock Inc
Pennsylvania
$833K
CQWA
811
Chokshi & Queen Wealth Advisors
California
$830K
SIA
812
Schear Investment Advisers
Ohio
$828K
YCM
813
Yousif Capital Management
Michigan
$821K
MS
814
Mizuho Securities
Japan
$821K
ACM
815
Accent Capital Management
Ohio
$818K
WA
816
Waddell & Associates
Tennessee
$814K
QWM
817
Quadcap Wealth Management
Texas
$812K
AU
818
Algebris (UK)
United Kingdom
$809K
FFN
819
Focus Financial Network
Minnesota
$807K
KPWS
820
Kestra Private Wealth Services
Texas
$806K
EB
821
Eastern Bank
Massachusetts
$804K
PL
822
Plancorp LLC
Missouri
$802K
CA
823
Calton & Associates
Florida
$802K
LAM
824
LECAP Asset Management
United Kingdom
$802K
GIM
825
Glenmede Investment Management
Pennsylvania
$796K