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
ST
1226
Smithfield Trust
Pennsylvania
$141K
CTA
1227
Colonial Trust Advisors
South Carolina
$128K
CCM
1228
Cloud Capital Management
Washington
$125K
A
1229
Allianz
Germany
$120K
AFWM
1230
Abich Financial Wealth Management
Virginia
$117K
WA
1231
WPG Advisers
Maryland
$115K
TFM
1232
TFC Financial Management
Massachusetts
$103K
HWP
1233
Highline Wealth Partners
California
$103K
SC
1234
Steph & Co
Wisconsin
$100K
OIA
1235
Optimum Investment Advisors
Illinois
$96.5K
O
1236
Ossiam
France
$92.9K
RFP
1237
Root Financial Partners
California
$92K
WWM
1238
Wolff Wiese Magana
California
$91.1K
WWA
1239
Wealth Watch Advisors
Colorado
$90.4K
AIM
1240
Anchor Investment Management
South Carolina
$89K
AAG
1241
Armstrong Advisory Group
Massachusetts
$87.5K
SGK
1242
Steigerwald Gordon & Koch
Virginia
$87.4K
OCM
1243
Osterweis Capital Management
California
$87.3K
WSFS
1244
Wilmington Savings Fund Society
Delaware
$86.7K
ANBT
1245
American National Bank & Trust
Texas
$84.3K
PFBT
1246
Parkside Financial Bank & Trust
Missouri
$84K
WANY
1247
Wealthspire Advisors (New York)
New York
$83.9K
AWM
1248
AllSquare Wealth Management
New York
$83.6K
WB
1249
Webster Bank
Connecticut
$76.5K
TCM
1250
TruNorth Capital Management
Michigan
$75.7K