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
IWM
1076
IHT Wealth Management
Illinois
$311K
RIA
1077
Regal Investment Advisors
Michigan
$310K
CIA
1078
Caerus Investment Advisors
Texas
$309K
TAM
1079
Titleist Asset Management
Texas
$309K
BW
1080
Balance Wealth
Ohio
$307K
AFG
1081
Albion Financial Group
Utah
$306K
MSWM
1082
McGlone Suttner Wealth Management
Wisconsin
$305K
SWM
1083
SeaCrest Wealth Management
New York
$305K
CGA
1084
Crescent Grove Advisors
Illinois
$303K
IP
1085
Investment Partners
Ohio
$302K
GFP
1086
Gryphon Financial Partners
Ohio
$302K
CH
1087
Canton Hathaway
Rhode Island
$302K
GCM
1088
Gallacher Capital Management
Colorado
$302K
SL
1089
Siren LLC
Connecticut
$302K
AAS
1090
Ameritas Advisory Services
Nebraska
$298K
LGA
1091
Lebenthal Global Advisors
New York
$295K
BIA
1092
Bigelow Investment Advisors
Maine
$295K
RWM
1093
Ritholtz Wealth Management
New York
$290K
RFA
1094
Register Financial Advisors
Georgia
$290K
CGL
1095
Clarius Group LLC
Washington
$289K
FHA
1096
Flagship Harbor Advisors
Massachusetts
$289K
OR
1097
Olympiad Research
Connecticut
$288K
TAFW
1098
Tred Avon Family Wealth
Maryland
$286K
BCM
1099
Brookstone Capital Management
Illinois
$285K
TC
1100
TwinBeech Capital
New York
$285K