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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
T. Rowe Price Investment Management
1576
T. Rowe Price Investment Management
Maryland
$2K
CMA
1577
Cedar Mountain Advisors
Oregon
$1.94K
HIA
1578
HFM Investment Advisors
New Jersey
$1.78K
DFC
1579
DB Fitzpatrick & Co
Idaho
$1.78K
1CP
1580
1015 Capital Partners
Pennsylvania
$1.78K
BFS
1581
Bare Financial Services
Pennsylvania
$1.78K
MPW
1582
MASECO Private Wealth
$1.62K
CJ
1583
Caitlin John
Michigan
$1.62K
QWM
1584
Quaker Wealth Management
New Jersey
$1.46K
RG
1585
RHL Group
Michigan
$1.3K
UFPG
1586
United Financial Planning Group
New York
$1.3K
OAJ
1587
Ogorek Anthony Joseph
New York
$1K
MNA
1588
Manning & Napier Advisors
New York
$986
JFA
1589
JNBA Financial Advisors
Minnesota
$973
CW
1590
Curio Wealth
Maryland
$835
BL
1591
BFSG LLC
California
$811
SC
1592
Swan Capital
Florida
$810
FCAS
1593
First Command Advisory Services
Texas
$810
APW
1594
Atlantic Private Wealth
North Carolina
$810
CCC
1595
Chelsea Counsel Company
California
$649
CWM
1596
Cranbrook Wealth Management
Michigan
$649
SA
1597
Seneschal Advisors
Washington
$649
ACM
1598
Anfield Capital Management
California
$648
TM
1599
Torren Management
California
$648
TC
1600
Trust Company
Kansas
$648