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
CAM
1326
Creekmur Asset Management
Illinois
$15.1K
SRCM
1327
Signature Resources Capital Management
California
$15.1K
AT
1328
Arlington Trust
Alabama
$15.1K
AIA
1329
Aventus Investment Advisors
Florida
$15.1K
CT
1330
Caldwell Trust
Florida
$15.1K
VWWMG
1331
Vermillion & White Wealth Management Group
Pennsylvania
$14.5K
CFB
1332
Cullen/Frost Bankers
Texas
$14.2K
Q1WB
1333
Quest 10 Wealth Builders
Virginia
$14.2K
SC
1334
SouthState Corp
Florida
$14K
AG
1335
AmeriFlex Group
Nevada
$13.9K
FC
1336
Financial Consulate
Maryland
$13.6K
M
1337
MOTCO
Texas
$13.3K
STB
1338
S&T Bank
Pennsylvania
$13.1K
RFS
1339
Richardson Financial Services
Massachusetts
$12.8K
FWM
1340
FSA Wealth Management
Massachusetts
$12.5K
WC
1341
Wexford Capital
Florida
$12.4K
FLP
1342
Financial Life Planners
Arizona
$12.1K
SA
1343
Scarborough Advisors
Maryland
$12.1K
FMTCOCP
1344
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
TFA
1345
Transamerica Financial Advisors
Florida
$11.9K
JWM
1346
JPL Wealth Management
Colorado
$11.6K
CWP
1347
Clark Wealth Partners
Illinois
$11.2K
BI
1348
Binnacle Investments
Iowa
$11.2K
VWM
1349
Vermillion Wealth Management
Minnesota
$10.6K
CIAS
1350
CBIZ Investment Advisory Services
Ohio
$10.4K