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
IA
1651
IFG Advisory
Georgia
CCS
1652
Concentric Capital Strategies
Connecticut
SC
1653
Scratch Capital
Idaho
PCMH
1654
Polymer Capital Management (HK)
Hong Kong
Kovitz Investment Group Partners
1655
Kovitz Investment Group Partners
Illinois
S
1656
Sunpointe
Missouri
CI
1657
Cavalier Investments
Georgia
SL
1658
Siren LLC
Connecticut
FHA
1659
Flagship Harbor Advisors
Massachusetts
OR
1660
Olympiad Research
Connecticut
PG
1661
Patten Group
Tennessee
MMA
1662
Miracle Mile Advisors
California
CPRC
1663
Consolidated Portfolio Review Corp
New York
CWA
1664
Cura Wealth Advisors
Illinois
ML
1665
McAdam LLC
Pennsylvania
GA
1666
Goldstein Advisors
Wisconsin
WTG
1667
West Tower Group
Virginia
OFG
1668
Oxford Financial Group
Indiana
IGGA
1669
Iron Gate Global Advisors
Utah
FMN
1670
Financial Management Network
California
VAG
1671
VisionPoint Advisory Group
Texas
EFMH
1672
E Fund Management (HK)
Hong Kong
T
1673
Tidemark
California
CCM
1674
Cloud Capital Management
Washington
TCM
1675
TruNorth Capital Management
Michigan