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
MGIA
1001
Moneta Group Investment Advisors
Missouri
$567K
FFA
1002
Fi3 Financial Advisors
Indiana
$564K
DCM
1003
Dudley Capital Management
Virginia
$563K
FAMI
1004
Fideuram Asset Management (Ireland)
$560K
GAM
1005
Grandview Asset Management
Pennsylvania
$559K
GWMR
1006
GC Wealth Management RIA
Massachusetts
$559K
AO
1007
Advisor OS
Illinois
$556K
SOW
1008
State of Wyoming
Wyoming
$556K
HI
1009
Horizon Investments
North Carolina
$555K
BPAMU
1010
BTG Pactual Asset Management US
New York
$553K
FSA
1011
Fort Sheridan Advisors
Illinois
$552K
FA
1012
Fedenia Advisers
Wisconsin
$552K
WH
1013
Willner & Heller
California
$549K
FFG
1014
Fiduciary Financial Group
California
$546K
DCU
1015
Dara Capital US
Florida
$546K
HFW
1016
Horizon Family Wealth
Illinois
$544K
SCM
1017
SCS Capital Management
Massachusetts
$543K
SP
1018
Sherman Porfolios
Idaho
$543K
MW
1019
MBL Wealth
North Carolina
$540K
AssetMark Inc
1020
AssetMark Inc
California
$538K
ACM
1021
Advisors Capital Management
New Jersey
$537K
AWM
1022
Ariadne Wealth Management
California
$537K
SLG
1023
Stanley-Laman Group
Pennsylvania
$537K
CWM
1024
Concentrum Wealth Management
California
$535K
1W
1025
1776 Wealth
Georgia
$524K