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
SFC
901
Swisher Financial Concepts
Ohio
$590K
HFS
902
Hantz Financial Services
Michigan
$589K
WA
903
Waverly Advisors
Alabama
$583K
SAM
904
Seelaus Asset Management
New Jersey
$581K
NRG
905
Nemes Rush Group
Michigan
$579K
WCM
906
Washington Capital Management
Washington
$573K
A
907
AlphaQuest
New York
$571K
GM
908
GeoWealth Management
Illinois
$570K
AO
909
Advisor OS
Illinois
$569K
FPL
910
Fortress Private Ledger
North Carolina
$569K
LSIA
911
LaSalle St. Investment Advisors
Illinois
$567K
RFN
912
Redwood Financial Network
Ohio
$566K
RCM
913
Raleigh Capital Management
North Carolina
$563K
FFG
914
Fiduciary Financial Group
California
$561K
MWM
915
Mindset Wealth Management
Indiana
$559K
CI
916
Cigna Investments
Connecticut
$557K
GAM
917
Grandview Asset Management
Pennsylvania
$557K
SP
918
SIH Partners
Delaware
$556K
MGIA
919
Moneta Group Investment Advisors
Missouri
$552K
FNBT
920
FineMark National Bank & Trust
Florida
$550K
AF
921
Allworth Financial
California
$549K
PFGIA
922
Patriot Financial Group Insurance Agency
Massachusetts
$543K
FSA
923
Fort Sheridan Advisors
Illinois
$541K
TCG
924
Transcendent Capital Group
Oklahoma
$540K
DCM
925
Dudley Capital Management
Virginia
$539K