1,414 hedge funds and large institutions have $45.1B invested in Vertiv in 2025 Q3 according to their latest regulatory filings, with 260 funds opening new positions, 588 increasing their positions, 435 reducing their positions, and 121 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:

1.85% less ownership

Funds ownership: 80.22%78.37% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 5553 (-2)

11% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $3.51B

Holders
1,414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
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 +$716M
2 +$185M
3 +$165M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$150M
5
BlackRock
BlackRock
New York
+$127M

Top Sellers

1 -$351M
2 -$337M
3 -$318M
4
Morgan Stanley
Morgan Stanley
New York
-$277M
5
PCH
Polar Capital Holdings
United Kingdom
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1501
Rollins Financial Advisors
New York
PAS
1502
Point72 Asia (Singapore)
Singapore
WA
1503
Whipplewood Advisors
Colorado
VT
1504
Volterra Technologies
New York
ITFISA
1505
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
TSMHT
1506
Thurston Springer Miller Herd & Titak
Indiana
CIA
1507
Cape Investment Advisory
Georgia
SMFG
1508
Sumitomo Mitsui Financial Group
Japan
FIA
1509
FNY Investment Advisers
New York
GC
1510
Garde Capital
Washington
CWM
1511
CarsonAllaria Wealth Management
Illinois
RAM
1512
Riggs Asset Management
Pennsylvania
PC
1513
Promus Capital
Illinois
BCMLT
1514
Beacon Capital Management LLC (Tennessee)
Tennessee
KWM
1515
Kiker Wealth Management
Georgia
CCMI
1516
Creative Capital Management Investments
California
BOJHT
1517
Bank of Jackson Hole Trust
Wyoming
GXJ
1518
Global X Japan
Japan
VWA
1519
VSM Wealth Advisory
Maryland
CTWM
1520
Cherry Tree Wealth Management
Minnesota
MCA
1521
Maryland Capital Advisors
Maryland
NC
1522
NewSquare Capital
Pennsylvania
TPWA
1523
Twin Peaks Wealth Advisors
California
TCM
1524
Traub Capital Management
Massachusetts
EWM
1525
Evolution Wealth Management
Florida