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
EFMC
1176
Empire Financial Management Company
New York
$215K
NEWAS
1177
N.E.W. Advisory Services
Wisconsin
$215K
MNBTD
1178
Moody National Bank Trust Division
Texas
$213K
LWMM
1179
Legacy Wealth Management (Mississippi)
Mississippi
$212K
WC
1180
Waterloo Capital
Texas
$211K
MSRI
1181
Michael S. Ryan Inc
New York
$210K
SIA
1182
Soltis Investment Advisors
Utah
$210K
PWM
1183
Prentice Wealth Management
New York
$210K
NRI
1184
NFP Retirement Inc
California
$209K
FTWA
1185
Fifth Third Wealth Advisors
Ohio
$208K
IGGA
1186
Iron Gate Global Advisors
Utah
$208K
OWP
1187
Obermeyer Wealth Partners
Colorado
$207K
WWC
1188
Waypoint Wealth Counsel
Georgia
$207K
AC
1189
ASB Consultores
Florida
$207K
PA
1190
PFG Advisors
Arizona
$204K
FGA
1191
Fortis Group Advisors
New Jersey
$202K
SS
1192
Sunbelt Securities
Texas
$202K
WBG
1193
Wharton Business Group
Pennsylvania
$201K
FCBT
1194
First Citizens Bank & Trust
North Carolina
$201K
VAG
1195
VisionPoint Advisory Group
Texas
$200K
WB
1196
WesBanco Bank
West Virginia
$200K
NFSG
1197
Newbridge Financial Services Group
Florida
$200K
GCS
1198
Gordian Capital (Singapore)
Singapore
$196K
SOS
1199
Silver Oak Securities
Tennessee
$193K
TWC
1200
TD Waterhouse Canada
Ontario, Canada
$184K