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
GLA
1026
Great Lakes Advisors
Illinois
$385K
OF
1027
Optimize Financial
California
$383K
AWM
1028
Ariadne Wealth Management
California
$383K
FFM
1029
Forum Financial Management
Illinois
$383K
EFS
1030
Essex Financial Services
Connecticut
$382K
CPA
1031
Capital Performance Advisors
California
$382K
AIM
1032
Advyzon Investment Management
Illinois
$382K
FFA
1033
Fairfield Financial Advisors
Massachusetts
$378K
S
1034
Sunpointe
Missouri
$378K
TDC
1035
Thompson Davis & Co
Virginia
$377K
RP
1036
Regal Partners
Australia
$377K
ACM
1037
Ashford Capital Management
Delaware
$377K
WW
1038
Waterfront Wealth
Kansas
$375K
GC
1039
Grange Capital
Oregon
$372K
ORG
1040
Optimist Retirement Group
Washington
$371K
PAW
1041
Plan A Wealth
Nebraska
$369K
WFI
1042
West Family Investments
California
$368K
VanEck Associates
1043
VanEck Associates
New York
$368K
BEI
1044
Benjamin Edwards Inc
Missouri
$367K
PCS
1045
Personal CFO Solutions
New Jersey
$365K
EAM
1046
Empirical Asset Management
Massachusetts
$358K
SFC
1047
SYM Financial Corp
Indiana
$357K
SOW
1048
State of Wyoming
Wyoming
$355K
TCBWMS
1049
Texas Capital Bank Wealth Management Services
Texas
$350K
CPC
1050
Congress Park Capital
New York
$350K