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
SC
1576
Swan Capital
Florida
$810
FCAS
1577
First Command Advisory Services
Texas
$810
APW
1578
Atlantic Private Wealth
North Carolina
$810
SA
1579
Seneschal Advisors
Washington
$649
CCC
1580
Chelsea Counsel Company
California
$649
CWM
1581
Cranbrook Wealth Management
Michigan
$649
ACM
1582
Anfield Capital Management
California
$648
TM
1583
Torren Management
California
$648
TC
1584
Trust Company
Kansas
$648
LWANC
1585
Laurel Wealth Advisors (North Carolina)
North Carolina
$487
TPBG
1586
Turning Point Benefit Group
Maryland
$486
DCM
1587
Davis Capital Management
Florida
$486
RJA
1588
Ross\Johnson & Associates
Minnesota
$486
VWA
1589
Valued Wealth Advisors
Utah
$325
KFI
1590
Key Financial Inc
Pennsylvania
$324
AA
1591
Addison Advisors
Vermont
$163
RIAS
1592
Rachor Investment Advisory Services
Michigan
$163
YP
1593
YANKCOM Partnership
South Dakota
$162
CHP
1594
Castle Hook Partners
New York
WRCM
1595
Whale Rock Capital Management
Massachusetts
Alyeska Investment Group
1596
Alyeska Investment Group
Illinois
MSE
1597
MUFG Securities EMEA
United Kingdom
IMC Chicago
1598
IMC Chicago
Illinois
APC
1599
Alta Park Capital
California
MSV
1600
MN Services Vermogensbeheer
Netherlands