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
KSB
1351
Kennebec Savings Bank
Maine
$7.84K
CT
1352
Clearstead Trust
Maine
$7.69K
WPA
1353
Wealth Preservation Advisors
Tennessee
$7.55K
AEPWM
1354
Atlantic Edge Private Wealth Management
Florida
$7.54K
DIP
1355
DT Investment Partners
Pennsylvania
$7.54K
FFA
1356
Frazier Financial Advisors
Ohio
$7.54K
HNB
1357
Hilltop National Bank
Wyoming
$7.54K
KFA
1358
Kelleher Financial Advisors
New York
$7.54K
HFS
1359
Hughes Financial Services
Virginia
$7.14K
HWA
1360
HHM Wealth Advisors
Tennessee
$6.04K
SHIM
1361
Stone House Investment Management
Pennsylvania
$6.03K
WCM
1362
Winthrop Capital Management
Indiana
$6K
MAM
1363
Marquette Asset Management
Minnesota
$5.88K
SIC
1364
Salem Investment Counselors
North Carolina
$5.73K
HWA
1365
Heartwood Wealth Advisors
Virginia
$5.73K
WA
1366
Westfuller Advisors
New York
$5.44K
WW
1367
Winnow Wealth
Texas
$5.29K
WTA
1368
Washington Trust Advisors
Massachusetts
$5.04K
RWS
1369
Retirement Wealth Solutions
Wisconsin
$4.98K
MIM
1370
MTM Investment Management
South Carolina
$4.53K
FDW
1371
Fourth Dimension Wealth
Ohio
$4.53K
MAS
1372
MPWM Advisory Solutions
Georgia
$4.53K
NB
1373
NBT Bank
New York
$4.53K
CPG
1374
Cornerstone Planning Group
New Jersey
$4.42K
PA
1375
Pineridge Advisors
Missouri
$4.38K