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
BRWA
826
B. Riley Wealth Advisors
Florida
$995K
AI
827
Atria Investments
North Carolina
$989K
TSS
828
Two Sigma Securities
New York
$986K
CA
829
CSM Advisors
Pennsylvania
$982K
BS
830
Banco Santander
Spain
$978K
WWM
831
Walser Wealth Management
Florida
$977K
EPW
832
Evolve Private Wealth
California
$974K
LCM
833
Laurion Capital Management
New York
$972K
SGCA
834
Steel Grove Capital Advisors
Tennessee
$971K
CPBTD
835
Central Pacific Bank - Trust Division
Hawaii
$970K
WorldQuant Millennium Advisors
836
WorldQuant Millennium Advisors
New York
$967K
Lido Advisors
837
Lido Advisors
California
$962K
MBWA
838
Marin Bay Wealth Advisors
California
$961K
OWG
839
Oxford Wealth Group
Florida
$957K
BCM
840
Berbice Capital Management
New York
$956K
VAS
841
Vestmark Advisory Solutions
Massachusetts
$954K
VA
842
VestGen Advisors
Illinois
$949K
Brown Advisory
843
Brown Advisory
Maryland
$945K
SYBT
844
Stock Yards Bank & Trust
Kentucky
$942K
PRS
845
Pinkerton Retirement Specialists
Idaho
$938K
PSP
846
Principal Street Partners
Tennessee
$937K
WA
847
Waddell & Associates
Tennessee
$936K
FF
848
Friedenthal Financial
New Jersey
$930K
SAM
849
S.A. Mason
Michigan
$928K
HGA
850
Hobbs Group Advisors
South Carolina
$923K