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
MA
1001
Montag & Associates
Georgia
$420K
PTP
1002
Platform Technology Partners
New York
$418K
AWM
1003
Accurate Wealth Management
Florida
$418K
LFG
1004
Larson Financial Group
Missouri
$417K
LNWWM
1005
Laird Norton Wetherby Wealth Management
California
$413K
RIP
1006
Reliant Investment Partners
North Carolina
$413K
PFS
1007
Prospect Financial Services
New York
$410K
GAM
1008
Guinness Asset Management
United Kingdom
$410K
AAM
1009
Aureus Asset Management
Massachusetts
$403K
BF
1010
bLong Financial
Tennessee
$403K
CCFM
1011
Clear Creek Financial Management
Washington
$398K
SWP
1012
Sagespring Wealth Partners
Tennessee
$398K
RIL
1013
Rothschild Investment LLC
Illinois
$396K
CWM
1014
Concentrum Wealth Management
California
$394K
PCMH
1015
Polymer Capital Management (HK)
Hong Kong
$394K
RT
1016
Rockland Trust
Massachusetts
$391K
AT
1017
American Trust
Kentucky
$389K
AGWCA
1018
Annis Gardner Whiting Capital Advisors
Florida
$389K
MCM
1019
Magnolia Capital Management
New York
$389K
Kovitz Investment Group Partners
1020
Kovitz Investment Group Partners
Illinois
$389K
PJWM
1021
Philip James Wealth Mangement
Georgia
$389K
C
1022
Certuity
Florida
$386K
HSA
1023
HBK Sorce Advisory
Pennsylvania
$386K
CFS
1024
CRA Financial Services
New Jersey
$385K
VFA
1025
Voya Financial Advisors
Connecticut
$385K