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
CWM
1526
CarsonAllaria Wealth Management
Illinois
RAM
1527
Riggs Asset Management
Pennsylvania
PC
1528
Promus Capital
Illinois
BCMLT
1529
Beacon Capital Management LLC (Tennessee)
Tennessee
KWM
1530
Kiker Wealth Management
Georgia
CCMI
1531
Creative Capital Management Investments
California
BOJHT
1532
Bank of Jackson Hole Trust
Wyoming
GXJ
1533
Global X Japan
Japan
VWA
1534
VSM Wealth Advisory
Maryland
CTWM
1535
Cherry Tree Wealth Management
Minnesota
MCA
1536
Maryland Capital Advisors
Maryland
NC
1537
NewSquare Capital
Pennsylvania
TPWA
1538
Twin Peaks Wealth Advisors
California
TCM
1539
Traub Capital Management
Massachusetts
EWM
1540
Evolution Wealth Management
Florida
SO
1541
Sierra Ocean
California
GC
1542
GFG Capital
Florida
WCM
1543
WealthTrak Capital Management
Virginia
CIAM
1544
Caitong International Asset Management
Hong Kong
SC
1545
Stephens Consulting
Michigan
BCM
1546
Blume Capital Management
California
LWMI
1547
Legacy Wealth Management (Idaho)
Idaho
MAWAG
1548
Mid-American Wealth Advisory Group
Missouri
SIS
1549
Strategic Investment Solutions
Illinois