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
JTWM
1051
Jackson Thornton Wealth Management
Alabama
$345K
SAM
1052
Secure Asset Management
Michigan
$345K
TM
1053
TigerOak Management
New Mexico
$345K
BIM
1054
Barton Investment Management
Pennsylvania
$345K
KFP
1055
Kerr Financial Planning
California
$343K
FFS
1056
Founders Financial Securities
Maryland
$340K
IC
1057
Inscription Capital
Texas
$339K
GF
1058
Gries Financial
Ohio
$339K
MWM
1059
Modera Wealth Management
New Jersey
$336K
FRA
1060
Frank Rimerman Advisors
California
$336K
SAM
1061
Smartleaf Asset Management
Massachusetts
$335K
GJIA
1062
Glass Jacobson Investment Advisors
Maryland
$335K
HIS
1063
Horizon Investment Services
Indiana
$334K
DC
1064
Davenport & Co
Virginia
$334K
CF
1065
Centaurus Financial
California
$334K
AA
1066
Armis Advisers
Georgia
$330K
BFA
1067
Beacon Financial Advisory
Ohio
$327K
CA
1068
Continuum Advisory
Idaho
$324K
NA
1069
Nautilus Advisors
California
$323K
WIA
1070
Wealthedge Investment Advisors
New York
$323K
SF
1071
Synovus Financial
Georgia
$320K
SW
1072
SMART Wealth
Nebraska
$316K
MP
1073
Moment Partners
California
$314K
WH
1074
Willner & Heller
California
$314K
BIG
1075
Brooklyn Investment Group
New York
$311K