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
WA
901
Waverly Advisors
Alabama
$583K
SAM
902
Seelaus Asset Management
New Jersey
$581K
NRG
903
Nemes Rush Group
Michigan
$579K
WCM
904
Washington Capital Management
Washington
$573K
A
905
AlphaQuest
New York
$571K
GM
906
GeoWealth Management
Illinois
$570K
AO
907
Advisor OS
Illinois
$569K
FPL
908
Fortress Private Ledger
North Carolina
$569K
LSIA
909
LaSalle St. Investment Advisors
Illinois
$567K
RFN
910
Redwood Financial Network
Ohio
$566K
RCM
911
Raleigh Capital Management
North Carolina
$563K
FFG
912
Fiduciary Financial Group
California
$561K
MWM
913
Mindset Wealth Management
Indiana
$559K
CI
914
Cigna Investments
Connecticut
$557K
GAM
915
Grandview Asset Management
Pennsylvania
$557K
SP
916
SIH Partners
Delaware
$556K
MGIA
917
Moneta Group Investment Advisors
Missouri
$552K
FNBT
918
FineMark National Bank & Trust
Florida
$550K
AF
919
Allworth Financial
California
$549K
PFGIA
920
Patriot Financial Group Insurance Agency
Massachusetts
$543K
FSA
921
Fort Sheridan Advisors
Illinois
$541K
TCG
922
Transcendent Capital Group
Oklahoma
$540K
DCM
923
Dudley Capital Management
Virginia
$539K
CGH
924
Crossmark Global Holdings
Texas
$537K
EAM
925
Eventide Asset Management
Massachusetts
$536K