1,594 hedge funds and large institutions have $48.3B invested in Vertiv in 2025 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 603 increasing their positions, 536 reducing their positions, and 101 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.19% less ownership

Funds ownership: 78.39%78.19% (-0.19%)

10% less call options, than puts

Call options by funds: $3.81B | Put options by funds: $4.25B

22% less funds holding in top 10

Funds holding in top 10: 5442 (-12)

Holders
1,594
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.81B
Puts
$4.25B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
1201
Family Management
New York
$309K
TAFW
1202
Tred Avon Family Wealth
Maryland
$307K
LAM
1203
L2 Asset Management
Massachusetts
$307K
BEI
1204
Benjamin Edwards Inc
Missouri
$303K
OBWG
1205
Onyx Bridge Wealth Group
New York
$303K
AMPWP
1206
Alvarez & Marsal Private Wealth Partners
Florida
$302K
BWM
1207
Bosman Wealth Management
California
$302K
LCGC
1208
Legacy Capital Group California
California
$301K
PFPG
1209
Pinnacle Financial Partners (Georgia)
Georgia
$300K
HCM
1210
Howard Capital Management
Georgia
$299K
MFS
1211
Mirabella Financial Services
United Kingdom
$299K
HIC
1212
Holderness Investments Company
North Carolina
$298K
CT
1213
Chicago Trust
Illinois
$296K
IF
1214
Intrua Financial
Texas
$295K
DWT
1215
Dorsey & Whitney Trust
South Dakota
$294K
WC
1216
Westhampton Capital
North Carolina
$292K
BBWP
1217
Beacon Bridge Wealth Partners
Pennsylvania
$292K
MA
1218
Montag & Associates
Georgia
$292K
Point72 Asset Management
1219
Point72 Asset Management
Connecticut
$292K
LWM
1220
LeConte Wealth Management
Tennessee
$288K
FVWA
1221
Foster Victor Wealth Advisors
South Carolina
$287K
QWP
1222
Quotient Wealth Partners
Texas
$286K
IWM
1223
IHT Wealth Management
Illinois
$286K
VCM
1224
Voleon Capital Management
California
$285K
DIM
1225
DLK Investment Management
California
$284K