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
EWA
876
EverSource Wealth Advisors
Alabama
$666K
DCA
877
DSG Capital Advisors
Minnesota
$658K
GAA
878
Global Assets Advisory
Florida
$657K
KIM
879
Kane Investment Management
California
$656K
IWP
880
Insight Wealth Partners
Texas
$656K
RBWA
881
RFG - Bristol Wealth Advisors
Massachusetts
$651K
PA
882
PharVision Advisers
Florida
$639K
FWA
883
FSM Wealth Advisors
Ohio
$639K
SWA
884
Strategies Wealth Advisors
Michigan
$638K
SWA
885
Sax Wealth Advisors
New Jersey
$638K
LIM
886
Leavell Investment Management
Alabama
$637K
CAIMH
887
Central Asset Investments & Management Holdings
Hong Kong
$634K
AFG
888
Atomi Financial Group
New York
$632K
HT
889
Heritage Trust
Oklahoma
$626K
DTL
890
Dynamic Technology Lab
Singapore
$626K
TFA
891
Trinity Financial Advisors
Ohio
$624K
CA
892
Claro Advisors
Massachusetts
$619K
CAM
893
Costello Asset Management
Pennsylvania
$618K
AFP
894
Ausdal Financial Partners
Iowa
$616K
MGP
895
Metis Global Partners
California
$614K
CWM
896
Cornerstone Wealth Management
Missouri
$608K
UM
897
Ulysses Management
New York
$603K
WPC
898
Wedmont Private Capital
Pennsylvania
$601K
OC
899
Opinicus Capital
Florida
$599K
AG
900
Algert Global
California
$594K