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
IA
951
IFG Advisory
Georgia
$476K
ACM
952
Advisors Capital Management
New Jersey
$472K
CCS
953
Concentric Capital Strategies
Connecticut
$468K
SC
954
Scratch Capital
Idaho
$468K
TFA
955
Toth Financial Advisory
Virginia
$468K
JCM
956
Jacobi Capital Management
Pennsylvania
$467K
LOIM
957
Liberty One Investment Management
Illinois
$466K
BW
958
BostonPremier Wealth
Massachusetts
$462K
EA
959
Enclave Advisors
Texas
$461K
B
960
Bellecapital
Switzerland
$461K
SIC
961
SFE Investment Counsel
California
$461K
SFS
962
Sharp Financial Services
Pennsylvania
$461K
RA
963
RFG Advisory
Alabama
$460K
RBFC
964
Roman Butler Fullerton & Co
Missouri
$459K
LWL
965
Leo Wealth LLC
Texas
$457K
IAMOG
966
Investors Asset Management of Georgia
Georgia
$456K
OL
967
Optas LLC
Texas
$453K
AFM
968
Aspetuck Financial Management
Connecticut
$453K
IWA
969
Icon Wealth Advisors
Texas
$452K
AWA
970
Alta Wealth Advisors
Massachusetts
$452K
WFAG
971
Worth Financial Advisory Group
North Carolina
$452K
SAM
972
Shell Asset Management
Netherlands
$450K
AWA
973
Aaron Wealth Advisors
Illinois
$450K
NFG
974
Nations Financial Group
Iowa
$449K
PJSIMP
975
P.J. Schmidt Investment Management (PJS)
Wisconsin
$447K