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
PG
1101
Patten Group
Tennessee
$282K
AA
1102
Alta Advisers
United Kingdom
$281K
GGS
1103
Galvin Gaustad & Stein
Arizona
$280K
VAS
1104
Vestmark Advisory Solutions
Massachusetts
$278K
HCM
1105
Howard Capital Management
Georgia
$277K
CFD
1106
Creative Financial Designs
Indiana
$276K
CWM
1107
Cedar Wealth Management
California
$275K
RCM
1108
Requisite Capital Management
Texas
$274K
GSEP
1109
Golden State Equity Partners
California
$274K
CSPIA
1110
Cary Street Partners Investment Advisory
Virginia
$274K
DWT
1111
Dorsey & Whitney Trust
South Dakota
$274K
LCGC
1112
Legacy Capital Group California
California
$272K
CNWM
1113
Clay Northam Wealth Management
California
$271K
FCM
1114
Fourpath Capital Management
Oklahoma
$269K
WC
1115
Westhampton Capital
North Carolina
$269K
FM
1116
Family Management
New York
$269K
MW
1117
MBL Wealth
North Carolina
$267K
LAM
1118
L2 Asset Management
Massachusetts
$264K
MMA
1119
Miracle Mile Advisors
California
$263K
GWM
1120
Geneos Wealth Management
Colorado
$263K
OBWG
1121
Onyx Bridge Wealth Group
New York
$262K
VWA
1122
Visionary Wealth Advisors
Illinois
$261K
FVWA
1123
Foster Victor Wealth Advisors
South Carolina
$260K
ACS
1124
Archford Capital Strategies
Illinois
$259K
HW
1125
Hancock Whitney
Mississippi
$259K