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
TIM
1276
Tortoise Investment Management
New York
$40.8K
PWA
1277
Physician Wealth Advisors
Utah
$39.7K
RBC
1278
Roble Belko & Company
Pennsylvania
$38K
OPTFSNA
1279
Old Point Trust & Financial Services N A
Virginia
$37.7K
JWA
1280
JFS Wealth Advisors
Pennsylvania
$36.4K
GEA
1281
Glen Eagle Advisors
New Jersey
$36.2K
C
1282
Covestor
United Kingdom
$36K
Bessemer Group
1283
Bessemer Group
New Jersey
$36K
PB
1284
Pinnacle Bancorp
Nebraska
$35.9K
S
1285
Sachetta
Massachusetts
$35.8K
BBHC
1286
Brown Brothers Harriman & Co
New York
$35.8K
DPW
1287
DiNuzzo Private Wealth
Pennsylvania
$34.1K
HFS
1288
Horizon Financial Services
North Carolina
$33.2K
PAI
1289
Pittenger & Anderson Inc
Nebraska
$32.1K
AW
1290
Avion Wealth
Texas
$32K
FDCP
1291
Foster Dykema Cabot & Partners
Massachusetts
$30.6K
PCFFS
1292
Pacific Center for Financial Services
California
$30.2K
GGI
1293
Godsey & Gibb Inc
Virginia
$30.2K
CAM
1294
Chesapeake Asset Management
New York
$30.2K
QC
1295
Quent Capital
New York
$30.2K
MWPCG
1296
Measured Wealth Private Client Group
New Hampshire
$30.2K
TWD
1297
True Wealth Design
Ohio
$29.3K
HWM
1298
Hemington Wealth Management
Virginia
$29K
Walleye Capital
1299
Walleye Capital
New York
$28.2K
BMC
1300
Bear Mountain Capital
Washington
$28K