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
SLWA
976
San Luis Wealth Advisors
California
$447K
HPC
977
HM Payson & Co
Maine
$445K
ACM
978
Alta Capital Management
Utah
$444K
BP
979
Ballentine Partners
Massachusetts
$443K
GPA
980
Guerra Pan Advisors
New Jersey
$442K
SWA
981
Stratos Wealth Advisors
Ohio
$441K
MLL
982
Moody Lynn & Lieberson
Massachusetts
$441K
SA
983
Sonoma Allocations
California
$440K
TVM
984
True Vision MN
Minnesota
$440K
ISL
985
Ingalls & Snyder LLC
New York
$440K
SMC
986
Smith, Moore & Co
Missouri
$439K
AIP
987
Almanack Investment Partners
Pennsylvania
$436K
APA
988
Astoria Portfolio Advisors
New York
$433K
PIA
989
Petredis Investment Advisors
Pennsylvania
$432K
BPAMU
990
BTG Pactual Asset Management US
New York
$431K
FPGK
991
Financial Partners Group (Kansas)
Kansas
$429K
BIM
992
Bridges Investment Management
Nebraska
$429K
MWM
993
Meridian Wealth Management
Kentucky
$429K
CWP
994
Cyndeo Wealth Partners
Florida
$427K
AWM
995
Atticus Wealth Management
Florida
$426K
SFS
996
Sowell Financial Services
Arkansas
$425K
WCM
997
Washburn Capital Management
Florida
$425K
BA
998
Bluesphere Advisors
Pennsylvania
$424K
EFG
999
Elm3 Financial Group
Georgia
$423K
BHIA
1000
Birch Hill Investment Advisors
Massachusetts
$422K