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1,610 hedge funds and large institutions have $48.5B invested in Vertiv in 2025 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 608 increasing their positions, 538 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: $ → $

0.15% less ownership

Funds ownership: 78.68%78.53% (-0.15%)

10% less call options, than puts

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

20% less funds holding in top 10

Funds holding in top 10: 5544 (-11)

Holders
1,610
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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
BMC
1451
Bear Mountain Capital
Washington
$31.1K
JWA
1452
JFS Wealth Advisors
Pennsylvania
$30.6K
CFB
1453
Cullen/Frost Bankers
Texas
$30.3K
WETS
1454
Wealth Enhancement Trust Services
South Dakota
$30.3K
PCFFS
1455
Pacific Center for Financial Services
California
$30.2K
WAS
1456
Winch Advisory Services
Wisconsin
$30K
PPC
1457
Park Place Capital
Alabama
$29.3K
KBFS
1458
Kohmann Bosshard Financial Services
Ohio
$28.5K
RF
1459
Rossby Financial
Florida
$27.1K
MAM
1460
Meeder Asset Management
Ohio
$26.7K
FMP
1461
Financial Management Professionals
Texas
$26.2K
MWA
1462
Miller Wealth Advisors
Colorado
$26.2K
VWWMG
1463
Vermillion & White Wealth Management Group
Pennsylvania
$24.6K
TCM
1464
TD Capital Management
Tennessee
$24.5K
MSFP
1465
Mark Sheptoff Financial Planning
Connecticut
$24.3K
KAS
1466
Kemnay Advisory Services
New York
$24.3K
CWM
1467
Consultiva Wealth Management
Puerto Rico
$24.3K
CFO
1468
CVA Family Office
Colorado
$24.1K
STB
1469
S&T Bank
Pennsylvania
$24.1K
RTL
1470
Red Tortoise LLC
Georgia
$23.8K
ECA
1471
Elevated Capital Advisors
Utah
$23.7K
LAM
1472
Lummis Asset Management
Texas
$23K
MHR
1473
Matthew Hamilton Rosenberg
$23K
KFAS
1474
Keating Financial Advisory Services
Kansas
$22.5K
SRCM
1475
Signature Resources Capital Management
California
$22.4K