1,594 hedge funds and large institutions have $48.3B invested in Vertiv in 2025 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 603 increasing their positions, 536 reducing their positions, and 101 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.19% less ownership

Funds ownership: 78.39%78.19% (-0.19%)

10% less call options, than puts

Call options by funds: $3.81B | Put options by funds: $4.25B

22% less funds holding in top 10

Funds holding in top 10: 5442 (-12)

Holders
1,594
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.81B
Puts
$4.25B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
976
Leavell Investment Management
Alabama
$620K
BW
977
BostonPremier Wealth
Massachusetts
$620K
HFS
978
Hantz Financial Services
Michigan
$620K
SW
979
SMART Wealth
Nebraska
$616K
VanEck Associates
980
VanEck Associates
New York
$613K
SFFS
981
Stonehage Fleming Financial Services
Jersey
$612K
AWA
982
Alta Wealth Advisors
Massachusetts
$606K
NMG
983
New Millennium Group
Utah
$605K
MGP
984
Metis Global Partners
California
$601K
CCFM
985
Clear Creek Financial Management
Washington
$600K
FAG
986
Fortitude Advisory Group
Washington
$599K
CI
987
Cigna Investments
Connecticut
$598K
FRA
988
Frank Rimerman Advisors
California
$596K
GI
989
GAMMA Investing
California
$596K
ECM
990
Evergreen Capital Management
Washington
$596K
AAM
991
Aureus Asset Management
Massachusetts
$595K
OC
992
Opinicus Capital
Florida
$589K
EWA
993
Exencial Wealth Advisors
Oklahoma
$586K
PL
994
Perpetual Ltd
Australia
$586K
PP
995
PDS Planning
Ohio
$586K
SC
996
Savant Capital
Illinois
$585K
FNBT
997
FineMark National Bank & Trust
Florida
$584K
LWM
998
Liberty Wealth Management
California
$582K
RFN
999
Redwood Financial Network
Ohio
$574K
HFAS
1000
Hummer Financial Advisory Services
Illinois
$567K