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
SFC
1051
SYM Financial Corp
Indiana
$357K
SOW
1052
State of Wyoming
Wyoming
$355K
TCBWMS
1053
Texas Capital Bank Wealth Management Services
Texas
$350K
CPC
1054
Congress Park Capital
New York
$350K
JTWM
1055
Jackson Thornton Wealth Management
Alabama
$345K
SAM
1056
Secure Asset Management
Michigan
$345K
TM
1057
TigerOak Management
New Mexico
$345K
BIM
1058
Barton Investment Management
Pennsylvania
$345K
KFP
1059
Kerr Financial Planning
California
$343K
FFS
1060
Founders Financial Securities
Maryland
$340K
IC
1061
Inscription Capital
Texas
$339K
GF
1062
Gries Financial
Ohio
$339K
MWM
1063
Modera Wealth Management
New Jersey
$336K
FRA
1064
Frank Rimerman Advisors
California
$336K
SAM
1065
Smartleaf Asset Management
Massachusetts
$335K
GJIA
1066
Glass Jacobson Investment Advisors
Maryland
$335K
HIS
1067
Horizon Investment Services
Indiana
$334K
DC
1068
Davenport & Co
Virginia
$334K
CF
1069
Centaurus Financial
California
$334K
AA
1070
Armis Advisers
Georgia
$330K
BFA
1071
Beacon Financial Advisory
Ohio
$327K
CA
1072
Continuum Advisory
Idaho
$324K
NA
1073
Nautilus Advisors
California
$323K
WIA
1074
Wealthedge Investment Advisors
New York
$323K
SF
1075
Synovus Financial
Georgia
$320K