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
CL
376
CVFG LLC
Indiana
$11.9M
CI
377
Carroll Investors
South Carolina
$11.8M
ORI
378
Oak Ridge Investments
Illinois
$11.7M
AF
379
Allworth Financial
California
$11.7M
EIA
380
Edgemoor Investment Advisors
Maryland
$11.6M
JSC
381
Jackson Square Capital
California
$11.5M
FCM
382
Frontier Capital Management
Massachusetts
$11.4M
SC
383
Scotia Capital
Ontario, Canada
$11.3M
CB
384
Commerce Bank
Missouri
$11.3M
AAIS
385
ABN AMRO Investment Solutions
$11.2M
VWS
386
Virtus Wealth Solutions
New Jersey
$11.2M
IA
387
IFP Advisors
Florida
$11M
P
388
&Partners
Tennessee
$11M
OPERF
389
Oregon Public Employees Retirement Fund
Oregon
$11M
VPIM
390
Vanguard Personalized Indexing Management
California
$11M
EBWM
391
Eagle Bluffs Wealth Management
Missouri
$10.9M
OIA
392
OneDigital Investment Advisors
Kansas
$10.9M
GVAG
393
Great Valley Advisor Group
Delaware
$10.6M
SAS
394
Stelac Advisory Services
New York
$10.5M
GCC
395
Game Creek Capital
Massachusetts
$10.5M
BWM
396
Bulltick Wealth Management
Florida
$10.5M
ASN
397
Advisory Services Network
Georgia
$10.5M
RTM
398
RH Tailwind Management
Pennsylvania
$10.4M
WA
399
Waverly Advisors
Alabama
$10.3M
Marshall Wace
400
Marshall Wace
United Kingdom
$10.3M