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
CGH
926
Crossmark Global Holdings
Texas
$537K
EAM
927
Eventide Asset Management
Massachusetts
$536K
SC
928
Savant Capital
Illinois
$531K
HFAS
929
Hummer Financial Advisory Services
Illinois
$528K
DAM
930
Deltec Asset Management
New York
$528K
LWM
931
Liberty Wealth Management
California
$527K
NMG
932
New Millennium Group
Utah
$527K
GI
933
GAMMA Investing
California
$526K
SCM
934
SCS Capital Management
Massachusetts
$524K
FW
935
FullCircle Wealth
Texas
$524K
CAM
936
Cresset Asset Management
Illinois
$522K
FAG
937
Fortitude Advisory Group
Washington
$521K
FA
938
Fedenia Advisers
Wisconsin
$514K
FFA
939
Fi3 Financial Advisors
Indiana
$513K
MAC
940
Mason & Associates (California)
California
$508K
ALAM
941
Asahi Life Asset Management
Japan
$506K
HFW
942
Horizon Family Wealth
Illinois
$506K
PGWM
943
Parisi Gray Wealth Management
New Jersey
$504K
PP
944
PDS Planning
Ohio
$501K
SLG
945
Stanley-Laman Group
Pennsylvania
$500K
AssetMark Inc
946
AssetMark Inc
California
$498K
PCIG
947
Partners Capital Investment Group
Massachusetts
$495K
NP
948
NorthRock Partners
Minnesota
$491K
WMA
949
Wealth Management Associates
New Jersey
$482K
BIG
950
Brookwood Investment Group
Arizona
$482K