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
HCM
1151
Hollencrest Capital Management
California
$231K
JSW
1152
Journey Strategic Wealth
New Jersey
$230K
JIC
1153
Johnson Investment Counsel
Ohio
$230K
GS
1154
GWN Securities
Florida
$229K
AA
1155
Aire Advisors
California
$228K
SWP
1156
Strategic Wealth Partners
Ohio
$227K
WTG
1157
West Tower Group
Virginia
$226K
FMI
1158
F/M Investments
District of Columbia
$226K
SW
1159
Simplicity Wealth
New Jersey
$226K
JF
1160
Jump Financial
Illinois
$226K
NCM
1161
Narwhal Capital Management
Georgia
$224K
TPCW
1162
TD Private Client Wealth
New York
$223K
MK
1163
MASTERINVEST Kapitalanlage
$222K
FMN
1164
Financial Management Network
California
$221K
CI
1165
Cavalier Investments
Georgia
$221K
OFG
1166
Oxford Financial Group
Indiana
$220K
SB
1167
Simmons Bank
Arkansas
$219K
NWAG
1168
Net Worth Advisory Group
Utah
$218K
FCT
1169
First Community Trust
Iowa
$218K
BWP
1170
BSW Wealth Partners
Colorado
$217K
EFMC
1171
Empire Financial Management Company
New York
$215K
NEWAS
1172
N.E.W. Advisory Services
Wisconsin
$215K
MNBTD
1173
Moody National Bank Trust Division
Texas
$213K
LWMM
1174
Legacy Wealth Management (Mississippi)
Mississippi
$212K
WC
1175
Waterloo Capital
Texas
$211K