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
HWA
1376
Heartwood Wealth Advisors
Virginia
$5.73K
WA
1377
Westfuller Advisors
New York
$5.44K
WW
1378
Winnow Wealth
Texas
$5.29K
WTA
1379
Washington Trust Advisors
Massachusetts
$5.04K
RWS
1380
Retirement Wealth Solutions
Wisconsin
$4.98K
MIM
1381
MTM Investment Management
South Carolina
$4.53K
FDW
1382
Fourth Dimension Wealth
Ohio
$4.53K
MAS
1383
MPWM Advisory Solutions
Georgia
$4.53K
NB
1384
NBT Bank
New York
$4.53K
CPG
1385
Cornerstone Planning Group
New Jersey
$4.42K
PA
1386
Pineridge Advisors
Missouri
$4.38K
JSAM
1387
J. Safra Asset Management
New York
$3.77K
BCM
1388
Boreal Capital Management
Florida
$3.77K
1IA
1389
1620 Investment Advisors
Massachusetts
$3.77K
PPC
1390
Park Place Capital
Alabama
$3.77K
CFFP
1391
Center for Financial Planning
Michigan
$3.62K
CWM
1392
Copia Wealth Management
Oregon
$3.32K
DWM
1393
Dogwood Wealth Management
Kansas
$3.32K
RWM
1394
Rialto Wealth Management
New York
$3.32K
PWAM
1395
Private Wealth Asset Management
Iowa
$3.32K
GWS
1396
Greykasell Wealth Strategies
California
$3.02K
TC
1397
Truvestments Capital
Florida
$3.02K
AP
1398
Aspect Partners
Virginia
$2.72K
PWA
1399
Principia Wealth Advisory
Texas
$2.56K
AIC
1400
Archer Investment Corporation
Indiana
$2.56K