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
TFIPS
1251
Towarzystwo Funduszy Inwestycyjnych PZU SA
$75.4K
SWA
1252
SOA Wealth Advisors
New York
$75.4K
RA
1253
RiverPark Advisors
New York
$74.2K
BWL
1254
Bogart Wealth LLC
Virginia
$71.7K
SIS
1255
Sound Income Strategies
Florida
$71.4K
GKIM
1256
GW&K Investment Management
Massachusetts
$71K
CWP
1257
Concord Wealth Partners
Virginia
$70.6K
BIA
1258
Bell Investment Advisors
California
$69.2K
CA
1259
Crewe Advisors
Utah
$66.5K
RFG
1260
REAP Financial Group
Texas
$59.5K
LI
1261
LRI Investments
Florida
$56.1K
LCS
1262
Levin Capital Strategies
New York
$55.5K
HIMS
1263
Hager Investment Management Services
New Hampshire
$54.9K
WIM
1264
Westside Investment Management
California
$50.5K
CHC
1265
City Holding Co
West Virginia
$49.8K
BC
1266
Barrett & Company
Rhode Island
$49K
IUHSA
1267
Itau Unibanco Holding S.A.
Brazil
$47.4K
MPW
1268
MASECO Private Wealth
$46.8K
NC
1269
North Capital
Utah
$46.3K
FMII
1270
Farmers & Merchants Investments Inc
Nebraska
$45.3K
RAM
1271
Ramirez Asset Management
New York
$45.3K
JFGIW
1272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.7K
SL
1273
Salomon & Ludwin
Virginia
$44.2K
TCM
1274
Tradewinds Capital Management
Washington
$43.8K
UOTTAIMCU
1275
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$43.3K