1,812 hedge funds and large institutions have $78.6B invested in Vertiv in 2026 Q1 according to their latest regulatory filings, with 363 funds opening new positions, 664 increasing their positions, 630 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.85% more ownership

Funds ownership: 78.47%82.32% (+3.8%)

5% more repeat investments, than reductions

Existing positions increased: 664 | Existing positions reduced: 630

10% less call options, than puts

Call options by funds: $4.39B | Put options by funds: $4.86B

Holders
1,812
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.39B
Puts
$4.86B
Net Calls
Net Calls Change

Top Buyers

1 +$1.58B
2 +$1.15B
3 +$847M
4
UBS Group
UBS Group
Switzerland
+$496M
5
JP Morgan Chase
JP Morgan Chase
New York
+$456M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
351
Pathstone Holdings
New Jersey
$13.5M
II
352
Inspire Investing
Idaho
$13.5M
OAC
353
OMERS Administration Corp
Ontario, Canada
$13.4M
TWIM
354
TIAA Wealth Investment Management
New York
$13.4M
SIA
355
Sit Investment Associates
Minnesota
$13.4M
AF
356
Avanza Fonder
Sweden
$13.3M
IIM
357
INTECH Investment Management
Florida
$13.1M
Two Sigma Investments
358
Two Sigma Investments
New York
$13.1M
RIM
359
Rakuten Investment Management
Japan
$13.1M
ADEF
360
Adams Diversified Equity Fund
Maryland
$13M
EI
361
Ethic Inc
New York
$12.9M
OIAM
362
OFI Invest Asset Management
France
$12.9M
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8M
N
364
Natixis
France
$12.7M
Jane Street
365
Jane Street
New York
$12.6M
VC
366
Vestor Capital
Illinois
$12.6M
BCIM
367
British Columbia Investment Management
British Columbia, Canada
$12.5M
MM
368
M37 Management
California
$12.5M
MCM
369
MAI Capital Management
Ohio
$12.3M
KIA
370
Knollwood Investment Advisory
Maryland
$12.3M
Corient Private Wealth
371
Corient Private Wealth
Florida
$12.3M
PA
372
Pinnacle Associates
New York
$12.2M
BAAM
373
Baker Avenue Asset Management
California
$12.1M
SI
374
Stephens Inc
Arkansas
$12M
IBOK
375
Independence Bank of Kentucky
Kentucky
$12M