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
IWP
1351
IAG Wealth Partners
Wisconsin
$10.1K
CI
1352
CX Institutional
Indiana
$10K
MSWA
1353
Marshall & Sterling Wealth Advisors
New York
$8.9K
NWM
1354
Nova Wealth Management
Florida
$8.75K
CH
1355
Cromwell Holdings
Wyoming
$8.75K
MAFA
1356
MJT & Associates Financial Advisory
Minnesota
$8.46K
RA
1357
Rise Advisors
New York
$8.15K
UB
1358
UMB Bank
Missouri
$8.15K
ME
1359
McIlrath & Eck
Washington
$8.15K
MAM
1360
Meeder Asset Management
Ohio
$8K
Kayne Anderson Rudnick Investment Management
1361
Kayne Anderson Rudnick Investment Management
California
$7.94K
KSB
1362
Kennebec Savings Bank
Maine
$7.84K
CT
1363
Clearstead Trust
Maine
$7.69K
WPA
1364
Wealth Preservation Advisors
Tennessee
$7.55K
AEPWM
1365
Atlantic Edge Private Wealth Management
Florida
$7.54K
DIP
1366
DT Investment Partners
Pennsylvania
$7.54K
HNB
1367
Hilltop National Bank
Wyoming
$7.54K
FFA
1368
Frazier Financial Advisors
Ohio
$7.54K
KFA
1369
Kelleher Financial Advisors
New York
$7.54K
HFS
1370
Hughes Financial Services
Virginia
$7.14K
HWA
1371
HHM Wealth Advisors
Tennessee
$6.04K
SHIM
1372
Stone House Investment Management
Pennsylvania
$6.03K
WCM
1373
Winthrop Capital Management
Indiana
$6K
MAM
1374
Marquette Asset Management
Minnesota
$5.88K
SIC
1375
Salem Investment Counselors
North Carolina
$5.73K