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
MSRI
1176
Michael S. Ryan Inc
New York
$210K
SIA
1177
Soltis Investment Advisors
Utah
$210K
PWM
1178
Prentice Wealth Management
New York
$210K
FTWA
1179
Fifth Third Wealth Advisors
Ohio
$208K
IGGA
1180
Iron Gate Global Advisors
Utah
$208K
OWP
1181
Obermeyer Wealth Partners
Colorado
$207K
WWC
1182
Waypoint Wealth Counsel
Georgia
$207K
AC
1183
ASB Consultores
Florida
$207K
PA
1184
PFG Advisors
Arizona
$204K
FGA
1185
Fortis Group Advisors
New Jersey
$202K
SS
1186
Sunbelt Securities
Texas
$202K
WBG
1187
Wharton Business Group
Pennsylvania
$201K
FCBT
1188
First Citizens Bank & Trust
North Carolina
$201K
VAG
1189
VisionPoint Advisory Group
Texas
$200K
WB
1190
WesBanco Bank
West Virginia
$200K
NFSG
1191
Newbridge Financial Services Group
Florida
$200K
GCS
1192
Gordian Capital (Singapore)
Singapore
$196K
SOS
1193
Silver Oak Securities
Tennessee
$193K
TWC
1194
TD Waterhouse Canada
Ontario, Canada
$184K
BTI
1195
Blue Trust Inc
Georgia
$184K
CTC
1196
Central Trust Company
Missouri
$181K
AI
1197
AdvisorShares Investments
Maryland
$181K
ETC
1198
Exchange Traded Concepts
Oklahoma
$179K
CSP
1199
Cary Street Partners
Virginia
$169K
CPBTD
1200
Central Pacific Bank - Trust Division
Hawaii
$166K