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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
BTD
1501
BankPlus Trust Department
Mississippi
$13.3K
FMTCOCP
1502
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
SA
1503
Scarborough Advisors
Maryland
$13K
MCA
1504
Maryland Capital Advisors
Maryland
$12K
VWM
1505
Vermillion Wealth Management
Minnesota
$11.3K
CIAS
1506
CBIZ Investment Advisory Services
Ohio
$11.2K
CWP
1507
Clark Wealth Partners
Illinois
$11.2K
CFP
1508
Comprehensive Financial Planning
Pennsylvania
$11K
CFM
1509
Cornerstone Financial Management
Massachusetts
$11K
IWP
1510
IAG Wealth Partners
Wisconsin
$10.9K
UB
1511
UMB Bank
Missouri
$10.9K
CI
1512
CX Institutional
Indiana
$10K
Q1WB
1513
Quest 10 Wealth Builders
Virginia
$9.88K
APW
1514
Aventura Private Wealth
Florida
$9.72K
DWM
1515
Dogwood Wealth Management
Kansas
$9.72K
CH
1516
Cromwell Holdings
Wyoming
$9.4K
NWM
1517
Nova Wealth Management
Florida
$9.4K
MCA
1518
McGuire Capital Advisors
Oklahoma
$9.07K
MAFA
1519
MJT & Associates Financial Advisory
Minnesota
$8.93K
AAM
1520
Alphadyne Asset Management
New York
$8.91K
MAM
1521
Marquette Asset Management
Minnesota
$8.75K
AIC
1522
Archer Investment Corporation
Indiana
$8.59K
Kayne Anderson Rudnick Investment Management
1523
Kayne Anderson Rudnick Investment Management
California
$8.53K
KSB
1524
Kennebec Savings Bank
Maine
$8.43K
CT
1525
Clearstead Trust
Maine
$8.26K