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
CMBA
851
C.M. Bidwell & Associates
Hawaii
$732K
CLOS
852
Compagnie Lombard Odier SCmA
Switzerland
$729K
ATC
853
Argent Trust Co
Tennessee
$726K
FT
854
Fiduciary Trust
Massachusetts
$726K
LA
855
LexAurum Advisors
Kansas
$725K
WIA
856
World Investment Advisors
California
$724K
FWP
857
Forefront Wealth Partners
Texas
$722K
DWM
858
Dynasty Wealth Management
Florida
$716K
PA
859
Parallel Advisors
California
$715K
MWM
860
Maridea Wealth Management
New York
$714K
P
861
Pitcairn
Pennsylvania
$708K
SGCA
862
Steel Grove Capital Advisors
Tennessee
$706K
ICP
863
Interchange Capital Partners
Pennsylvania
$702K
TWM
864
TriaGen Wealth Management
California
$696K
TA
865
Tactive Advisors
Florida
$694K
JPMIA
866
J.P. Marvel Investment Advisors
Massachusetts
$694K
SCP
867
Sivia Capital Partners
California
$692K
MA
868
MONECO Advisors
Connecticut
$691K
HI
869
Harbour Investments
Wisconsin
$687K
HA
870
Herold Advisors
New York
$683K
BC
871
Bayforest Capital
United Kingdom
$682K
SIA
872
Strategic Investment Advisors
Michigan
$679K
WCM
873
WealthBridge Capital Management
Ohio
$673K
FA
874
FDx Advisors
Illinois
$670K
TCA
875
Transcend Capital Advisors
New Jersey
$668K