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
SAM
976
Shell Asset Management
Netherlands
$450K
AWA
977
Aaron Wealth Advisors
Illinois
$450K
NFG
978
Nations Financial Group
Iowa
$449K
PJSIMP
979
P.J. Schmidt Investment Management (PJS)
Wisconsin
$447K
SLWA
980
San Luis Wealth Advisors
California
$447K
HPC
981
HM Payson & Co
Maine
$445K
ACM
982
Alta Capital Management
Utah
$444K
BP
983
Ballentine Partners
Massachusetts
$443K
GPA
984
Guerra Pan Advisors
New Jersey
$442K
SWA
985
Stratos Wealth Advisors
Ohio
$441K
MLL
986
Moody Lynn & Lieberson
Massachusetts
$441K
SA
987
Sonoma Allocations
California
$440K
TVM
988
True Vision MN
Minnesota
$440K
ISL
989
Ingalls & Snyder LLC
New York
$440K
SMC
990
Smith, Moore & Co
Missouri
$439K
AIP
991
Almanack Investment Partners
Pennsylvania
$436K
APA
992
Astoria Portfolio Advisors
New York
$433K
PIA
993
Petredis Investment Advisors
Pennsylvania
$432K
BPAMU
994
BTG Pactual Asset Management US
New York
$431K
FPGK
995
Financial Partners Group (Kansas)
Kansas
$429K
BIM
996
Bridges Investment Management
Nebraska
$429K
MWM
997
Meridian Wealth Management
Kentucky
$429K
CWP
998
Cyndeo Wealth Partners
Florida
$427K
AWM
999
Atticus Wealth Management
Florida
$426K
SFS
1000
Sowell Financial Services
Arkansas
$425K