1,594 hedge funds and large institutions have $48.3B invested in Vertiv in 2025 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 603 increasing their positions, 536 reducing their positions, and 101 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.19% less ownership

Funds ownership: 78.39%78.19% (-0.19%)

10% less call options, than puts

Call options by funds: $3.81B | Put options by funds: $4.25B

22% less funds holding in top 10

Funds holding in top 10: 5442 (-12)

Holders
1,594
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.81B
Puts
$4.25B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1376
Wolff Wiese Magana
California
$97K
AIM
1377
Anchor Investment Management
South Carolina
$95.6K
DT
1378
DV Trading
Illinois
$94.1K
SEP
1379
Signature Equity Partners
Ohio
$93.8K
OCM
1380
Osterweis Capital Management
California
$93.8K
WSFS
1381
Wilmington Savings Fund Society
Delaware
$93.2K
Bessemer Group
1382
Bessemer Group
New Jersey
$92K
NL
1383
Navalign LLC
California
$89.3K
TFM
1384
TFC Financial Management
Massachusetts
$87.2K
SFG
1385
Strive Financial Group
Indiana
$87K
CSP
1386
Cary Street Partners
Virginia
$86.5K
ANBT
1387
American National Bank & Trust
Texas
$82.5K
WB
1388
Webster Bank
Connecticut
$82.1K
TFIPS
1389
Towarzystwo Funduszy Inwestycyjnych PZU SA
$81K
DE
1390
DV Equities
Illinois
$81K
RA
1391
RiverPark Advisors
New York
$79.2K
TSMHT
1392
Thurston Springer Miller Herd & Titak
Indiana
$79.2K
RAM
1393
Reflection Asset Management
South Carolina
$78.7K
SOAM
1394
SBI Okasan Asset Management
Japan
$77.7K
BC
1395
Brookfield Corp
Ontario, Canada
$76.5K
BIA
1396
Bell Investment Advisors
California
$76K
WA
1397
WPG Advisers
Maryland
$71.9K
RFG
1398
REAP Financial Group
Texas
$71.8K
PFBT
1399
Parkside Financial Bank & Trust
Missouri
$71.8K
UOTTAIMCU
1400
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$71.8K