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
GA
1151
Goldstein Advisors
Wisconsin
$238K
MFG
1152
Magnus Financial Group
New York
$237K
LWM
1153
LeConte Wealth Management
Tennessee
$236K
DIM
1154
DLK Investment Management
California
$234K
SG Americas Securities
1155
SG Americas Securities
New York
$233K
HCM
1156
Hollencrest Capital Management
California
$231K
JSW
1157
Journey Strategic Wealth
New Jersey
$230K
JIC
1158
Johnson Investment Counsel
Ohio
$230K
GS
1159
GWN Securities
Florida
$229K
AA
1160
Aire Advisors
California
$228K
SWP
1161
Strategic Wealth Partners
Ohio
$227K
WTG
1162
West Tower Group
Virginia
$226K
FMI
1163
F/M Investments
District of Columbia
$226K
SW
1164
Simplicity Wealth
New Jersey
$226K
JF
1165
Jump Financial
Illinois
$226K
NCM
1166
Narwhal Capital Management
Georgia
$224K
TPCW
1167
TD Private Client Wealth
New York
$223K
MK
1168
MASTERINVEST Kapitalanlage
$222K
FMN
1169
Financial Management Network
California
$221K
CI
1170
Cavalier Investments
Georgia
$221K
OFG
1171
Oxford Financial Group
Indiana
$220K
SB
1172
Simmons Bank
Arkansas
$219K
NWAG
1173
Net Worth Advisory Group
Utah
$218K
FCT
1174
First Community Trust
Iowa
$218K
BWP
1175
BSW Wealth Partners
Colorado
$217K