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
SW
1076
SMART Wealth
Nebraska
$316K
MP
1077
Moment Partners
California
$314K
WH
1078
Willner & Heller
California
$314K
BIG
1079
Brooklyn Investment Group
New York
$311K
IWM
1080
IHT Wealth Management
Illinois
$311K
RIA
1081
Regal Investment Advisors
Michigan
$310K
CIA
1082
Caerus Investment Advisors
Texas
$309K
TAM
1083
Titleist Asset Management
Texas
$309K
MCA
1084
Millennium Capital Advisors
Arkansas
$309K
BW
1085
Balance Wealth
Ohio
$307K
AFG
1086
Albion Financial Group
Utah
$306K
MSWM
1087
McGlone Suttner Wealth Management
Wisconsin
$305K
SWM
1088
SeaCrest Wealth Management
New York
$305K
CGA
1089
Crescent Grove Advisors
Illinois
$303K
IP
1090
Investment Partners
Ohio
$302K
GFP
1091
Gryphon Financial Partners
Ohio
$302K
CH
1092
Canton Hathaway
Rhode Island
$302K
GCM
1093
Gallacher Capital Management
Colorado
$302K
SL
1094
Siren LLC
Connecticut
$302K
AAS
1095
Ameritas Advisory Services
Nebraska
$298K
LGA
1096
Lebenthal Global Advisors
New York
$295K
BIA
1097
Bigelow Investment Advisors
Maine
$295K
RWM
1098
Ritholtz Wealth Management
New York
$290K
RFA
1099
Register Financial Advisors
Georgia
$290K
CGL
1100
Clarius Group LLC
Washington
$289K