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
C
1026
Certuity
Florida
$386K
HSA
1027
HBK Sorce Advisory
Pennsylvania
$386K
CFS
1028
CRA Financial Services
New Jersey
$385K
VFA
1029
Voya Financial Advisors
Connecticut
$385K
GLA
1030
Great Lakes Advisors
Illinois
$385K
OF
1031
Optimize Financial
California
$383K
AWM
1032
Ariadne Wealth Management
California
$383K
FFM
1033
Forum Financial Management
Illinois
$383K
EFS
1034
Essex Financial Services
Connecticut
$382K
CPA
1035
Capital Performance Advisors
California
$382K
AIM
1036
Advyzon Investment Management
Illinois
$382K
FFA
1037
Fairfield Financial Advisors
Massachusetts
$378K
S
1038
Sunpointe
Missouri
$378K
TDC
1039
Thompson Davis & Co
Virginia
$377K
RP
1040
Regal Partners
Australia
$377K
ACM
1041
Ashford Capital Management
Delaware
$377K
WW
1042
Waterfront Wealth
Kansas
$375K
GC
1043
Grange Capital
Oregon
$372K
ORG
1044
Optimist Retirement Group
Washington
$371K
PAW
1045
Plan A Wealth
Nebraska
$369K
WFI
1046
West Family Investments
California
$368K
VanEck Associates
1047
VanEck Associates
New York
$368K
BEI
1048
Benjamin Edwards Inc
Missouri
$367K
PCS
1049
Personal CFO Solutions
New Jersey
$365K
EAM
1050
Empirical Asset Management
Massachusetts
$358K