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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
OR
1676
Olympiad Research
Connecticut
PG
1677
Patten Group
Tennessee
MMA
1678
Miracle Mile Advisors
California
CPRC
1679
Consolidated Portfolio Review Corp
New York
CWA
1680
Cura Wealth Advisors
Illinois
ML
1681
McAdam LLC
Pennsylvania
GA
1682
Goldstein Advisors
Wisconsin
WTG
1683
West Tower Group
Virginia
OFG
1684
Oxford Financial Group
Indiana
IGGA
1685
Iron Gate Global Advisors
Utah
FMN
1686
Financial Management Network
California
VAG
1687
VisionPoint Advisory Group
Texas
EFMH
1688
E Fund Management (HK)
Hong Kong
T
1689
Tidemark
California
CCM
1690
Cloud Capital Management
Washington
TCM
1691
TruNorth Capital Management
Michigan
WIM
1692
Westside Investment Management
California
NC
1693
North Capital
Utah
JFGIW
1694
Johnson Financial Group Inc (Wisconsin)
Wisconsin
TIM
1695
Tortoise Investment Management
New York
FDCP
1696
Foster Dykema Cabot & Partners
Massachusetts
MG
1697
Mather Group
Illinois
RMC
1698
Resources Management Corp
Connecticut
WC
1699
Wexford Capital
Florida
FLP
1700
Financial Life Planners
Arizona