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
PFU
801
Parus Finance (UK)
United Kingdom
$841K
CA
802
CoreCap Advisors
Michigan
$841K
VFA
803
Valeo Financial Advisors
Indiana
$837K
MA
804
Mosaic Advisors
Texas
$837K
HGA
805
Hobbs Group Advisors
South Carolina
$836K
GWMR
806
GC Wealth Management RIA
Massachusetts
$835K
VC
807
Veracity Capital
Georgia
$834K
HI
808
Hudock Inc
Pennsylvania
$833K
CQWA
809
Chokshi & Queen Wealth Advisors
California
$830K
SIA
810
Schear Investment Advisers
Ohio
$828K
YCM
811
Yousif Capital Management
Michigan
$821K
MS
812
Mizuho Securities
Japan
$821K
ACM
813
Accent Capital Management
Ohio
$818K
WA
814
Waddell & Associates
Tennessee
$814K
QWM
815
Quadcap Wealth Management
Texas
$812K
AU
816
Algebris (UK)
United Kingdom
$809K
FFN
817
Focus Financial Network
Minnesota
$807K
KPWS
818
Kestra Private Wealth Services
Texas
$806K
EB
819
Eastern Bank
Massachusetts
$804K
PL
820
Plancorp LLC
Missouri
$802K
CA
821
Calton & Associates
Florida
$802K
LAM
822
LECAP Asset Management
United Kingdom
$802K
GIM
823
Glenmede Investment Management
Pennsylvania
$796K
BWP
824
Burling Wealth Partners
Illinois
$789K
GSWM
825
Golden State Wealth Management
California
$788K