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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
WPA
1526
Wealth Preservation Advisors
Tennessee
$8.11K
AEPWM
1527
Atlantic Edge Private Wealth Management
Florida
$8.1K
DIP
1528
DT Investment Partners
Pennsylvania
$8.1K
FFA
1529
Frazier Financial Advisors
Ohio
$8.1K
HNB
1530
Hilltop National Bank
Wyoming
$8.1K
EF
1531
Entrust Financial
Pennsylvania
$8.1K
PIS
1532
POM Investment Strategies
North Carolina
$7.78K
AG
1533
AmeriFlex Group
Nevada
$7.45K
WW
1534
Winnow Wealth
Texas
$7.33K
SHIM
1535
Stone House Investment Management
Pennsylvania
$7.13K
DPW
1536
DiNuzzo Private Wealth
Pennsylvania
$6.97K
SC
1537
SouthState Corp
Florida
$6.64K
HWA
1538
HHM Wealth Advisors
Tennessee
$6.49K
MCM
1539
Manchester Capital Management
Vermont
$6.16K
HFS
1540
Hughes Financial Services
Virginia
$6.16K
WTA
1541
Washington Trust Advisors
Massachusetts
$6.04K
WCM
1542
Winthrop Capital Management
Indiana
$6K
IIM
1543
IFC & Insurance Marketing
California
$6K
WA
1544
Westfuller Advisors
New York
$5.68K
RWS
1545
Retirement Wealth Solutions
Wisconsin
$5.51K
WAG
1546
Wilkerson Advisory Group
Missouri
$5.18K
AP
1547
Aspect Partners
Virginia
$4.86K
EWP
1548
Elevation Wealth Partners
California
$4.86K
FDW
1549
Fourth Dimension Wealth
Ohio
$4.86K
MAS
1550
MPWM Advisory Solutions
Georgia
$4.86K