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
FHA
1101
Flagship Harbor Advisors
Massachusetts
$289K
OR
1102
Olympiad Research
Connecticut
$288K
TAFW
1103
Tred Avon Family Wealth
Maryland
$286K
BCM
1104
Brookstone Capital Management
Illinois
$285K
TC
1105
TwinBeech Capital
New York
$285K
PG
1106
Patten Group
Tennessee
$282K
AA
1107
Alta Advisers
United Kingdom
$281K
GGS
1108
Galvin Gaustad & Stein
Arizona
$280K
VAS
1109
Vestmark Advisory Solutions
Massachusetts
$278K
HCM
1110
Howard Capital Management
Georgia
$277K
CFD
1111
Creative Financial Designs
Indiana
$276K
CWM
1112
Cedar Wealth Management
California
$275K
RCM
1113
Requisite Capital Management
Texas
$274K
GSEP
1114
Golden State Equity Partners
California
$274K
CSPIA
1115
Cary Street Partners Investment Advisory
Virginia
$274K
DWT
1116
Dorsey & Whitney Trust
South Dakota
$274K
LCGC
1117
Legacy Capital Group California
California
$272K
CNWM
1118
Clay Northam Wealth Management
California
$271K
FCM
1119
Fourpath Capital Management
Oklahoma
$269K
WC
1120
Westhampton Capital
North Carolina
$269K
FM
1121
Family Management
New York
$269K
MW
1122
MBL Wealth
North Carolina
$267K
LAM
1123
L2 Asset Management
Massachusetts
$264K
MMA
1124
Miracle Mile Advisors
California
$263K
GWM
1125
Geneos Wealth Management
Colorado
$263K