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
NW
1501
Naviter Wealth
Arkansas
BSG
1502
Black Swift Group
Colorado
SW
1503
SkyOak Wealth
Michigan
MM
1504
MQS Management
New York
ZBNA
1505
Zions Bancorporation, National Association
Utah
PP
1506
PDT Partners
New York
FSA
1507
Financial Sense Advisors
California
GCP
1508
GSA Capital Partners
United Kingdom
GWM
1509
Gitterman Wealth Management
New Jersey
PSFG
1510
Park Square Financial Group
Georgia
WIC
1511
Woodmont Investment Counsel
Tennessee
SIM
1512
Seaview Investment Managers
Florida
MFG
1513
Menard Financial Group
Texas
TSS
1514
Two Sigma Securities
New York
I
1515
InceptionR
California
RFA
1516
Rollins Financial Advisors
New York
PAS
1517
Point72 Asia (Singapore)
Singapore
WA
1518
Whipplewood Advisors
Colorado
VT
1519
Volterra Technologies
New York
ITFISA
1520
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
TSMHT
1521
Thurston Springer Miller Herd & Titak
Indiana
CIA
1522
Cape Investment Advisory
Georgia
SMFG
1523
Sumitomo Mitsui Financial Group
Japan
FIA
1524
FNY Investment Advisers
New York
GC
1525
Garde Capital
Washington