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
QL
951
Quarry LP
New York
$479K
KRW
952
Kaufman Rossin Wealth
Florida
$478K
EWA
953
Exencial Wealth Advisors
Oklahoma
$477K
WEG
954
World Equity Group
Illinois
$476K
IA
955
IFG Advisory
Georgia
$476K
ACM
956
Advisors Capital Management
New Jersey
$472K
SC
957
Scratch Capital
Idaho
$468K
CCS
958
Concentric Capital Strategies
Connecticut
$468K
TFA
959
Toth Financial Advisory
Virginia
$468K
JCM
960
Jacobi Capital Management
Pennsylvania
$467K
LOIM
961
Liberty One Investment Management
Illinois
$466K
BW
962
BostonPremier Wealth
Massachusetts
$462K
EA
963
Enclave Advisors
Texas
$461K
B
964
Bellecapital
Switzerland
$461K
SIC
965
SFE Investment Counsel
California
$461K
SFS
966
Sharp Financial Services
Pennsylvania
$461K
RA
967
RFG Advisory
Alabama
$460K
RBFC
968
Roman Butler Fullerton & Co
Missouri
$459K
LWL
969
Leo Wealth LLC
Texas
$457K
IAMOG
970
Investors Asset Management of Georgia
Georgia
$456K
OL
971
Optas LLC
Texas
$453K
AFM
972
Aspetuck Financial Management
Connecticut
$453K
IWA
973
Icon Wealth Advisors
Texas
$452K
AWA
974
Alta Wealth Advisors
Massachusetts
$452K
WFAG
975
Worth Financial Advisory Group
North Carolina
$452K