1,414 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
1,414
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
RFG
1251
REAP Financial Group
Texas
$59.5K
LI
1252
LRI Investments
Florida
$56.1K
LCS
1253
Levin Capital Strategies
New York
$55.5K
HIMS
1254
Hager Investment Management Services
New Hampshire
$54.9K
WIM
1255
Westside Investment Management
California
$50.5K
CHC
1256
City Holding Co
West Virginia
$49.8K
BC
1257
Barrett & Company
Rhode Island
$49K
IUHSA
1258
Itau Unibanco Holding S.A.
Brazil
$47.4K
MPW
1259
MASECO Private Wealth
$46.8K
NC
1260
North Capital
Utah
$46.3K
FMII
1261
Farmers & Merchants Investments Inc
Nebraska
$45.3K
RAM
1262
Ramirez Asset Management
New York
$45.3K
JFGIW
1263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.7K
SL
1264
Salomon & Ludwin
Virginia
$44.2K
TCM
1265
Tradewinds Capital Management
Washington
$43.8K
UOTTAIMCU
1266
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$43.3K
TIM
1267
Tortoise Investment Management
New York
$40.8K
PWA
1268
Physician Wealth Advisors
Utah
$39.7K
RBC
1269
Roble Belko & Company
Pennsylvania
$38K
OPTFSNA
1270
Old Point Trust & Financial Services N A
Virginia
$37.7K
JWA
1271
JFS Wealth Advisors
Pennsylvania
$36.4K
GEA
1272
Glen Eagle Advisors
New Jersey
$36.2K
C
1273
Covestor
United Kingdom
$36K
Bessemer Group
1274
Bessemer Group
New Jersey
$36K
PB
1275
Pinnacle Bancorp
Nebraska
$35.9K