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
BTI
1201
Blue Trust Inc
Georgia
$184K
CTC
1202
Central Trust Company
Missouri
$181K
AI
1203
AdvisorShares Investments
Maryland
$181K
ETC
1204
Exchange Traded Concepts
Oklahoma
$179K
VEA
1205
Virtus ETF Advisers
New York
$173K
CSP
1206
Cary Street Partners
Virginia
$169K
NSG
1207
Nalls Sherbakoff Group
Tennessee
$166K
CPBTD
1208
Central Pacific Bank - Trust Division
Hawaii
$166K
CAL
1209
Capital Advisors Ltd
Ohio
$165K
VCM
1210
Versant Capital Management
Arizona
$164K
EFMH
1211
E Fund Management (HK)
Hong Kong
$162K
Fifth Third Bancorp
1212
Fifth Third Bancorp
Ohio
$161K
MPWT
1213
MassMutual Private Wealth & Trust
Connecticut
$159K
MCM
1214
Manchester Capital Management
Vermont
$158K
TRCT
1215
Tower Research Capital (TRC)
New York
$157K
T
1216
Tidemark
California
$156K
LWCFA
1217
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$156K
QCG
1218
Quadrant Capital Group
Ohio
$154K
BHWM
1219
Bay Harbor Wealth Management
Maryland
$152K
FC
1220
Fairscale Capital
New Hampshire
$152K
FLFS
1221
Family Legacy Financial Solutions
North Carolina
$151K
AWM
1222
Activest Wealth Management
Florida
$149K
AF
1223
Advisornet Financial
Minnesota
$147K
FHC
1224
First Horizon Corporation
Tennessee
$144K
NSIM
1225
North Star Investment Management
Illinois
$142K