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
JSAM
1376
J. Safra Asset Management
New York
$3.77K
1IA
1377
1620 Investment Advisors
Massachusetts
$3.77K
PPC
1378
Park Place Capital
Alabama
$3.77K
CFFP
1379
Center for Financial Planning
Michigan
$3.62K
CWM
1380
Copia Wealth Management
Oregon
$3.32K
DWM
1381
Dogwood Wealth Management
Kansas
$3.32K
RWM
1382
Rialto Wealth Management
New York
$3.32K
PWAM
1383
Private Wealth Asset Management
Iowa
$3.32K
GWS
1384
Greykasell Wealth Strategies
California
$3.02K
TC
1385
Truvestments Capital
Florida
$3.02K
AP
1386
Aspect Partners
Virginia
$2.72K
AIC
1387
Archer Investment Corporation
Indiana
$2.56K
DFC
1388
DB Fitzpatrick & Co
Idaho
$2.41K
SC
1389
Swan Capital
Florida
$2.11K
HHGA
1390
Halbert Hargrove Global Advisors
California
$1.96K
CMA
1391
Cedar Mountain Advisors
Oregon
$1.81K
HIA
1392
HFM Investment Advisors
New Jersey
$1.66K
BCH
1393
Berkshire Capital Holdings
California
$1.51K
ACA
1394
American Capital Advisory
Idaho
$1.51K
CJ
1395
Caitlin John
Michigan
$1.51K
QWM
1396
Quaker Wealth Management
New Jersey
$1.21K
BTD
1397
BankPlus Trust Department
Mississippi
$1.06K
PMFA
1398
Plante Moran Financial Advisors
Michigan
$1.06K
OAJ
1399
Ogorek Anthony Joseph
New York
$1K
FCAS
1400
First Command Advisory Services
Texas
$754