1,407 hedge funds and large institutions have $45B invested in Vertiv in 2025 Q3 according to their latest regulatory filings, with 262 funds opening new positions, 579 increasing their positions, 435 reducing their positions, and 118 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:

2.05% less ownership

Funds ownership: 80.15%78.1% (-2%)

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
1,407
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
PA
851
Parallel Advisors
California
$715K
MWM
852
Maridea Wealth Management
New York
$714K
P
853
Pitcairn
Pennsylvania
$708K
SGCA
854
Steel Grove Capital Advisors
Tennessee
$706K
ICP
855
Interchange Capital Partners
Pennsylvania
$702K
TWM
856
TriaGen Wealth Management
California
$696K
TA
857
Tactive Advisors
Florida
$694K
JPMIA
858
J.P. Marvel Investment Advisors
Massachusetts
$694K
SCP
859
Sivia Capital Partners
California
$692K
MA
860
MONECO Advisors
Connecticut
$691K
HI
861
Harbour Investments
Wisconsin
$687K
HA
862
Herold Advisors
New York
$683K
BC
863
Bayforest Capital
United Kingdom
$682K
SIA
864
Strategic Investment Advisors
Michigan
$679K
WCM
865
WealthBridge Capital Management
Ohio
$673K
FA
866
FDx Advisors
Illinois
$670K
TCA
867
Transcend Capital Advisors
New Jersey
$668K
EWA
868
EverSource Wealth Advisors
Alabama
$666K
DCA
869
DSG Capital Advisors
Minnesota
$658K
GAA
870
Global Assets Advisory
Florida
$657K
KIM
871
Kane Investment Management
California
$656K
IWP
872
Insight Wealth Partners
Texas
$656K
RBWA
873
RFG - Bristol Wealth Advisors
Massachusetts
$651K
PA
874
PharVision Advisers
Florida
$639K
FWA
875
FSM Wealth Advisors
Ohio
$639K