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
DJSG
1551
D.J. St. Germain
Massachusetts
$3.08K
IPS
1552
Investors Portfolio Services
Washington
$2.94K
PWA
1553
Principia Wealth Advisory
Texas
$2.92K
RWM
1554
RMG Wealth Management
Wisconsin
$2.71K
GAG
1555
Goodman Advisory Group
Massachusetts
$2.43K
NRWA
1556
North Ridge Wealth Advisors
Oregon
$2.27K
HNW
1557
High Note Wealth
Minnesota
$2.27K
ACA
1558
American Capital Advisory
Idaho
$2.11K
KG
1559
Kilter Group
New York
$2.11K
CCM
1560
Chilton Capital Management
Texas
$2.11K
T. Rowe Price Investment Management
1561
T. Rowe Price Investment Management
Maryland
$2K
CMA
1562
Cedar Mountain Advisors
Oregon
$1.94K
HIA
1563
HFM Investment Advisors
New Jersey
$1.78K
DFC
1564
DB Fitzpatrick & Co
Idaho
$1.78K
BFS
1565
Bare Financial Services
Pennsylvania
$1.78K
MPW
1566
MASECO Private Wealth
$1.62K
CJ
1567
Caitlin John
Michigan
$1.62K
QWM
1568
Quaker Wealth Management
New Jersey
$1.46K
RG
1569
RHL Group
Michigan
$1.3K
UFPG
1570
United Financial Planning Group
New York
$1.3K
OAJ
1571
Ogorek Anthony Joseph
New York
$1K
MNA
1572
Manning & Napier Advisors
New York
$986
JFA
1573
JNBA Financial Advisors
Minnesota
$973
CW
1574
Curio Wealth
Maryland
$835
BL
1575
BFSG LLC
California
$811