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
DFC
1401
DB Fitzpatrick & Co
Idaho
$2.41K
SC
1402
Swan Capital
Florida
$2.11K
HHGA
1403
Halbert Hargrove Global Advisors
California
$1.96K
CMA
1404
Cedar Mountain Advisors
Oregon
$1.81K
HIA
1405
HFM Investment Advisors
New Jersey
$1.66K
BCH
1406
Berkshire Capital Holdings
California
$1.51K
ACA
1407
American Capital Advisory
Idaho
$1.51K
CJ
1408
Caitlin John
Michigan
$1.51K
QWM
1409
Quaker Wealth Management
New Jersey
$1.21K
BTD
1410
BankPlus Trust Department
Mississippi
$1.06K
PMFA
1411
Plante Moran Financial Advisors
Michigan
$1.06K
OAJ
1412
Ogorek Anthony Joseph
New York
$1K
KG
1413
Kilter Group
New York
$906
FCAS
1414
First Command Advisory Services
Texas
$754
CWM
1415
Cranbrook Wealth Management
Michigan
$604
EWP
1416
Elevation Wealth Partners
California
$604
CCC
1417
Chelsea Counsel Company
California
$604
SA
1418
Seneschal Advisors
Washington
$604
ACM
1419
Anfield Capital Management
California
$603
TPBG
1420
Turning Point Benefit Group
Maryland
$484
LCM
1421
Logan Capital Management
Pennsylvania
$453
DCM
1422
Davis Capital Management
Florida
$453
KFI
1423
Key Financial Inc
Pennsylvania
$323
HNW
1424
High Note Wealth
Minnesota
$302
RJA
1425
Ross\Johnson & Associates
Minnesota
$151