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
OBWG
1126
Onyx Bridge Wealth Group
New York
$262K
VWA
1127
Visionary Wealth Advisors
Illinois
$261K
FVWA
1128
Foster Victor Wealth Advisors
South Carolina
$260K
ACS
1129
Archford Capital Strategies
Illinois
$259K
HW
1130
Hancock Whitney
Mississippi
$259K
BBWP
1131
Beacon Bridge Wealth Partners
Pennsylvania
$257K
CFA
1132
Cahill Financial Advisors
Minnesota
$256K
HIC
1133
Holderness Investments Company
North Carolina
$256K
CAI
1134
Capital Advisors Inc
Oklahoma
$255K
MIG
1135
McGuire Investment Group
Rhode Island
$255K
CPRC
1136
Consolidated Portfolio Review Corp
New York
$253K
OP
1137
ORG Partners
Indiana
$252K
MCWS
1138
McKinley Carter Wealth Services
West Virginia
$252K
CWA
1139
Cura Wealth Advisors
Illinois
$251K
QWP
1140
Quotient Wealth Partners
Texas
$251K
AFGAS
1141
Allegiance Financial Group Advisory Services
Virginia
$251K
FMLI
1142
Fukoku Mutual Life Insurance
Japan
$249K
PAG
1143
Poinciana Advisors Group
Florida
$247K
DO
1144
denkapparat Operations
Germany
$247K
EWM
1145
Empirical Wealth Management
Washington
$246K
GWP
1146
Gen-Wealth Partners
Michigan
$246K
FFA
1147
Founders Financial Alliance
North Carolina
$245K
EFG
1148
Ethos Financial Group
Pennsylvania
$243K
GS
1149
GTS Securities
New York
$241K
ML
1150
McAdam LLC
Pennsylvania
$239K