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
WCM
1001
Washburn Capital Management
Florida
$425K
BA
1002
Bluesphere Advisors
Pennsylvania
$424K
EFG
1003
Elm3 Financial Group
Georgia
$423K
BHIA
1004
Birch Hill Investment Advisors
Massachusetts
$422K
MA
1005
Montag & Associates
Georgia
$420K
PTP
1006
Platform Technology Partners
New York
$418K
AWM
1007
Accurate Wealth Management
Florida
$418K
LFG
1008
Larson Financial Group
Missouri
$417K
LNWWM
1009
Laird Norton Wetherby Wealth Management
California
$413K
RIP
1010
Reliant Investment Partners
North Carolina
$413K
PFS
1011
Prospect Financial Services
New York
$410K
GAM
1012
Guinness Asset Management
United Kingdom
$410K
AAM
1013
Aureus Asset Management
Massachusetts
$403K
BF
1014
bLong Financial
Tennessee
$403K
CCFM
1015
Clear Creek Financial Management
Washington
$398K
SWP
1016
Sagespring Wealth Partners
Tennessee
$398K
RIL
1017
Rothschild Investment LLC
Illinois
$396K
CWM
1018
Concentrum Wealth Management
California
$394K
PCMH
1019
Polymer Capital Management (HK)
Hong Kong
$394K
RT
1020
Rockland Trust
Massachusetts
$391K
AT
1021
American Trust
Kentucky
$389K
AGWCA
1022
Annis Gardner Whiting Capital Advisors
Florida
$389K
MCM
1023
Magnolia Capital Management
New York
$389K
Kovitz Investment Group Partners
1024
Kovitz Investment Group Partners
Illinois
$389K
PJWM
1025
Philip James Wealth Mangement
Georgia
$389K