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
SWA
801
Sax Wealth Advisors
New Jersey
$1.08M
AMCA
802
Arthur M. Cohen & Associates
Illinois
$1.08M
WP
803
Woodline Partners
California
$1.07M
CAL
804
Capital Analysts LLC
Pennsylvania
$1.07M
DA
805
Dover Advisors
Virginia
$1.07M
PPW
806
Parcion Private Wealth
Washington
$1.06M
IRP
807
Investment Research Partners
Pennsylvania
$1.06M
AI
808
Atom Investors
Texas
$1.06M
WIA
809
World Investment Advisors
California
$1.05M
CA
810
CoreCap Advisors
Michigan
$1.04M
CGIM
811
Cannon Global Investment Management
Florida
$1.04M
HI
812
Harbour Investments
Wisconsin
$1.02M
CUAMC
813
China Universal Asset Management Company
China
$1.02M
APA
814
Astoria Portfolio Advisors
New York
$1.02M
EI
815
Ellevest Inc
New York
$1.02M
HWM
816
Hohimer Wealth Management
Washington
$1.01M
MWM
817
Mosley Wealth Management
California
$1.01M
Belvedere Trading
818
Belvedere Trading
Illinois
$1.01M
EWA
819
EP Wealth Advisors
California
$1.01M
I
820
InceptionR
California
$1.01M
IA
821
IAM Advisory
Pennsylvania
$1.01M
FA
822
FSA Advisors
Michigan
$1.01M
WAM
823
WealthTrust Asset Management
Florida
$1M
GCP
824
GSA Capital Partners
United Kingdom
$998K
VT
825
Volterra Technologies
New York
$998K