1,594 hedge funds and large institutions have $48.3B invested in Vertiv in 2025 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 603 increasing their positions, 536 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: $ → $

0.19% less ownership

Funds ownership: 78.39%78.19% (-0.19%)

10% less call options, than puts

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

22% less funds holding in top 10

Funds holding in top 10: 5442 (-12)

Holders
1,594
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
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
DWM
1501
Dogwood Wealth Management
Kansas
$9.72K
CH
1502
Cromwell Holdings
Wyoming
$9.4K
NWM
1503
Nova Wealth Management
Florida
$9.4K
MCA
1504
McGuire Capital Advisors
Oklahoma
$9.07K
MAFA
1505
MJT & Associates Financial Advisory
Minnesota
$8.93K
AAM
1506
Alphadyne Asset Management
New York
$8.91K
MAM
1507
Marquette Asset Management
Minnesota
$8.75K
AIC
1508
Archer Investment Corporation
Indiana
$8.59K
Kayne Anderson Rudnick Investment Management
1509
Kayne Anderson Rudnick Investment Management
California
$8.53K
KSB
1510
Kennebec Savings Bank
Maine
$8.43K
CT
1511
Clearstead Trust
Maine
$8.26K
WPA
1512
Wealth Preservation Advisors
Tennessee
$8.11K
FFA
1513
Frazier Financial Advisors
Ohio
$8.1K
HNB
1514
Hilltop National Bank
Wyoming
$8.1K
DIP
1515
DT Investment Partners
Pennsylvania
$8.1K
AEPWM
1516
Atlantic Edge Private Wealth Management
Florida
$8.1K
EF
1517
Entrust Financial
Pennsylvania
$8.1K
PIS
1518
POM Investment Strategies
North Carolina
$7.78K
AG
1519
AmeriFlex Group
Nevada
$7.45K
WW
1520
Winnow Wealth
Texas
$7.33K
SHIM
1521
Stone House Investment Management
Pennsylvania
$7.13K
DPW
1522
DiNuzzo Private Wealth
Pennsylvania
$6.97K
SC
1523
SouthState Corp
Florida
$6.64K
HWA
1524
HHM Wealth Advisors
Tennessee
$6.49K
MCM
1525
Manchester Capital Management
Vermont
$6.16K