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
BBWP
1126
Beacon Bridge Wealth Partners
Pennsylvania
$257K
CFA
1127
Cahill Financial Advisors
Minnesota
$256K
HIC
1128
Holderness Investments Company
North Carolina
$256K
CAI
1129
Capital Advisors Inc
Oklahoma
$255K
MIG
1130
McGuire Investment Group
Rhode Island
$255K
CPRC
1131
Consolidated Portfolio Review Corp
New York
$253K
OP
1132
ORG Partners
Indiana
$252K
MCWS
1133
McKinley Carter Wealth Services
West Virginia
$252K
CWA
1134
Cura Wealth Advisors
Illinois
$251K
QWP
1135
Quotient Wealth Partners
Texas
$251K
AFGAS
1136
Allegiance Financial Group Advisory Services
Virginia
$251K
FMLI
1137
Fukoku Mutual Life Insurance
Japan
$249K
PAG
1138
Poinciana Advisors Group
Florida
$247K
DO
1139
denkapparat Operations
Germany
$247K
EWM
1140
Empirical Wealth Management
Washington
$246K
GWP
1141
Gen-Wealth Partners
Michigan
$246K
FFA
1142
Founders Financial Alliance
North Carolina
$245K
EFG
1143
Ethos Financial Group
Pennsylvania
$243K
GS
1144
GTS Securities
New York
$241K
ML
1145
McAdam LLC
Pennsylvania
$239K
GA
1146
Goldstein Advisors
Wisconsin
$238K
MFG
1147
Magnus Financial Group
New York
$237K
LWM
1148
LeConte Wealth Management
Tennessee
$236K
DIM
1149
DLK Investment Management
California
$234K
SG Americas Securities
1150
SG Americas Securities
New York
$233K