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
BWP
826
Burling Wealth Partners
Illinois
$789K
GSWM
827
Golden State Wealth Management
California
$788K
PWS
828
Precision Wealth Strategies
Missouri
$784K
AG
829
AlTi Global
New York
$784K
GLAM
830
Gardner Lewis Asset Management
Pennsylvania
$778K
DWP
831
Daymark Wealth Partners
Ohio
$773K
RFC
832
Regions Financial Corp
Alabama
$770K
LAIC
833
Lederer & Associates Investment Counsel
California
$768K
TWM
834
Tripletail Wealth Management
Florida
$762K
SFI
835
Siemens Fonds Invest
Germany
$761K
SWM
836
Segment Wealth Management
Texas
$761K
BFIC
837
Bedell Frazier Investment Counselling
California
$760K
IA
838
Integrity Alliance
Iowa
$759K
CA
839
CSM Advisors
Pennsylvania
$757K
NAAA
840
New Age Alpha Advisors
New York
$754K
HA
841
Harbor Advisors
Florida
$754K
UCMOK
842
United Capital Management of KS
Kansas
$754K
VCM
843
Voleon Capital Management
California
$751K
FG
844
Foresight Group
United Kingdom
$749K
EFG
845
Everhart Financial Group
Ohio
$747K
FDS
846
First Dallas Securities
Texas
$746K
MWM
847
Mission Wealth Management
California
$745K
MP
848
McDonald Partners
Ohio
$743K
HBW
849
Hazlett, Burt & Watson
West Virginia
$742K
RWA
850
Redhawk Wealth Advisors
Minnesota
$738K