1,415 hedge funds and large institutions have $45.1B invested in Vertiv in 2025 Q3 according to their latest regulatory filings, with 260 funds opening new positions, 588 increasing their positions, 435 reducing their positions, and 121 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:

1.85% less ownership

Funds ownership: 80.22%78.37% (-1.9%)

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
1,415
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
GAA
876
Global Assets Advisory
Florida
$657K
KIM
877
Kane Investment Management
California
$656K
IWP
878
Insight Wealth Partners
Texas
$656K
RBWA
879
RFG - Bristol Wealth Advisors
Massachusetts
$651K
PA
880
PharVision Advisers
Florida
$639K
FWA
881
FSM Wealth Advisors
Ohio
$639K
SWA
882
Strategies Wealth Advisors
Michigan
$638K
SWA
883
Sax Wealth Advisors
New Jersey
$638K
LIM
884
Leavell Investment Management
Alabama
$637K
CAIMH
885
Central Asset Investments & Management Holdings
Hong Kong
$634K
AFG
886
Atomi Financial Group
New York
$632K
HT
887
Heritage Trust
Oklahoma
$626K
DTL
888
Dynamic Technology Lab
Singapore
$626K
TFA
889
Trinity Financial Advisors
Ohio
$624K
CA
890
Claro Advisors
Massachusetts
$619K
CAM
891
Costello Asset Management
Pennsylvania
$618K
AFP
892
Ausdal Financial Partners
Iowa
$616K
MGP
893
Metis Global Partners
California
$614K
CWM
894
Cornerstone Wealth Management
Missouri
$608K
UM
895
Ulysses Management
New York
$603K
WPC
896
Wedmont Private Capital
Pennsylvania
$601K
OC
897
Opinicus Capital
Florida
$599K
AG
898
Algert Global
California
$594K
SFC
899
Swisher Financial Concepts
Ohio
$590K
HFS
900
Hantz Financial Services
Michigan
$589K