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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
HWP
1476
Highline Wealth Partners
California
$21.7K
IRC
1477
Investors Research Corp
Georgia
$21.1K
MCM
1478
MV Capital Management
Maryland
$20.3K
WG
1479
Wellington Group
Indiana
$20.3K
RFS
1480
Richardson Financial Services
Massachusetts
$19.9K
FFO
1481
Fortitude Family Office
Arizona
$18.8K
SR
1482
Swiss Re
Switzerland
$18.8K
HWM
1483
HighMark Wealth Management
Minnesota
$18.6K
TFA
1484
Transamerica Financial Advisors
Florida
$18.5K
RBC
1485
Roble Belko & Company
Pennsylvania
$18K
PG
1486
Proffitt & Goodson
Tennessee
$18K
GK
1487
Graney & King
New York
$17.3K
AW
1488
Avion Wealth
Texas
$17K
AWM
1489
Abound Wealth Management
Tennessee
$16.6K
VWA
1490
VSM Wealth Advisory
Maryland
$16.2K
AIA
1491
Aventus Investment Advisors
Florida
$16.2K
CT
1492
Caldwell Trust
Florida
$16.2K
BOTPPF
1493
Board of the Pension Protection Fund
United Kingdom
$16.2K
GAMC
1494
Garner Asset Management Corp
Texas
$16.2K
CPG
1495
Cornerstone Planning Group
New Jersey
$15.7K
FC
1496
Financial Consulate
Maryland
$15.6K
M
1497
MOTCO
Texas
$14.3K
S
1498
Sachetta
Massachusetts
$14.1K
GBT
1499
Grove Bank & Trust
Florida
$14.1K
EW
1500
Elyxium Wealth
California
$14.1K