We are live on ! Find out more

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
MIM
1551
MTM Investment Management
South Carolina
$4.86K
NB
1552
NBT Bank
New York
$4.86K
CFFP
1553
Center for Financial Planning
Michigan
$3.89K
RWM
1554
Rialto Wealth Management
New York
$3.89K
CWM
1555
Copia Wealth Management
Oregon
$3.56K
PWAM
1556
Private Wealth Asset Management
Iowa
$3.56K
LWM
1557
Lodestone Wealth Management
Washington
$3.56K
IAS
1558
IMA Advisory Services
Colorado
$3.4K
TCM
1559
Triumph Capital Management
Colorado
$3.4K
GWS
1560
Greykasell Wealth Strategies
California
$3.24K
AT
1561
Arlington Trust
Alabama
$3.24K
1IA
1562
1620 Investment Advisors
Massachusetts
$3.24K
TC
1563
Truvestments Capital
Florida
$3.24K
OC
1564
Optima Capital
Oregon
$3.24K
DJSG
1565
D.J. St. Germain
Massachusetts
$3.08K
IPS
1566
Investors Portfolio Services
Washington
$2.94K
PWA
1567
Principia Wealth Advisory
Texas
$2.92K
RWM
1568
RMG Wealth Management
Wisconsin
$2.71K
MWA
1569
Medallion Wealth Advisors
Connecticut
$2.43K
GAG
1570
Goodman Advisory Group
Massachusetts
$2.43K
NRWA
1571
North Ridge Wealth Advisors
Oregon
$2.27K
HNW
1572
High Note Wealth
Minnesota
$2.27K
ACA
1573
American Capital Advisory
Idaho
$2.11K
KG
1574
Kilter Group
New York
$2.11K
CCM
1575
Chilton Capital Management
Texas
$2.11K