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
WAS
1301
Winch Advisory Services
Wisconsin
$27.9K
Pacer Advisors
1302
Pacer Advisors
Pennsylvania
$25.8K
FMP
1303
Financial Management Professionals
Texas
$25K
MWA
1304
Miller Wealth Advisors
Colorado
$24.4K
LAM
1305
LOM Asset Management
$23K
TCM
1306
TD Capital Management
Tennessee
$22.8K
MG
1307
Mather Group
Illinois
$22.8K
CWM
1308
Consultiva Wealth Management
Puerto Rico
$22.6K
MSFP
1309
Mark Sheptoff Financial Planning
Connecticut
$22.6K
RTL
1310
Red Tortoise LLC
Georgia
$22.2K
CFO
1311
CVA Family Office
Colorado
$22K
LAM
1312
Lummis Asset Management
Texas
$21.4K
GBT
1313
Grove Bank & Trust
Florida
$21.1K
IRC
1314
Investors Research Corp
Georgia
$19.6K
MHR
1315
Matthew Hamilton Rosenberg
$19.2K
RWM
1316
RMG Wealth Management
Wisconsin
$19K
MCM
1317
MV Capital Management
Maryland
$18.9K
SIC
1318
SJS Investment Consulting
Ohio
$18.1K
PG
1319
Proffitt & Goodson
Tennessee
$18K
HWM
1320
HighMark Wealth Management
Minnesota
$17.3K
APW
1321
Aventura Private Wealth
Florida
$17.2K
RMC
1322
Resources Management Corp
Connecticut
$17K
FFO
1323
Fortitude Family Office
Arizona
$16.9K
GK
1324
Graney & King
New York
$16.1K
GA
1325
Guerra Advisors
Florida
$15.5K