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
HFAS
926
Hummer Financial Advisory Services
Illinois
$528K
DAM
927
Deltec Asset Management
New York
$528K
LWM
928
Liberty Wealth Management
California
$527K
NMG
929
New Millennium Group
Utah
$527K
GI
930
GAMMA Investing
California
$526K
SCM
931
SCS Capital Management
Massachusetts
$524K
FW
932
FullCircle Wealth
Texas
$524K
FAG
933
Fortitude Advisory Group
Washington
$521K
FA
934
Fedenia Advisers
Wisconsin
$514K
FFA
935
Fi3 Financial Advisors
Indiana
$513K
MAC
936
Mason & Associates (California)
California
$508K
ALAM
937
Asahi Life Asset Management
Japan
$506K
HFW
938
Horizon Family Wealth
Illinois
$506K
PGWM
939
Parisi Gray Wealth Management
New Jersey
$504K
PP
940
PDS Planning
Ohio
$501K
SLG
941
Stanley-Laman Group
Pennsylvania
$500K
AssetMark Inc
942
AssetMark Inc
California
$498K
PCIG
943
Partners Capital Investment Group
Massachusetts
$495K
NP
944
NorthRock Partners
Minnesota
$491K
WMA
945
Wealth Management Associates
New Jersey
$482K
BIG
946
Brookwood Investment Group
Arizona
$482K
QL
947
Quarry LP
New York
$479K
KRW
948
Kaufman Rossin Wealth
Florida
$478K
EWA
949
Exencial Wealth Advisors
Oklahoma
$477K
WEG
950
World Equity Group
Illinois
$476K