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1,821 hedge funds and large institutions have $78.6B invested in Vertiv in 2026 Q1 according to their latest regulatory filings, with 366 funds opening new positions, 666 increasing their positions, 633 reducing their positions, and 127 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:

3.88% more ownership

Funds ownership: 78.51%82.39% (+3.9%)

5% more repeat investments, than reductions

Existing positions increased: 666 | Existing positions reduced: 633

10% less call options, than puts

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

Holders
1,821
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
SI
376
Stephens Inc
Arkansas
$12M
IBOK
377
Independence Bank of Kentucky
Kentucky
$12M
CL
378
CVFG LLC
Indiana
$11.9M
CI
379
Carroll Investors
South Carolina
$11.8M
ORI
380
Oak Ridge Investments
Illinois
$11.7M
AF
381
Allworth Financial
California
$11.7M
EIA
382
Edgemoor Investment Advisors
Maryland
$11.6M
JSC
383
Jackson Square Capital
California
$11.5M
FCM
384
Frontier Capital Management
Massachusetts
$11.4M
SC
385
Scotia Capital
Ontario, Canada
$11.3M
CB
386
Commerce Bank
Missouri
$11.3M
AAIS
387
ABN AMRO Investment Solutions
$11.2M
VWS
388
Virtus Wealth Solutions
New Jersey
$11.2M
IA
389
IFP Advisors
Florida
$11M
P
390
&Partners
Tennessee
$11M
OPERF
391
Oregon Public Employees Retirement Fund
Oregon
$11M
VPIM
392
Vanguard Personalized Indexing Management
California
$11M
EBWM
393
Eagle Bluffs Wealth Management
Missouri
$10.9M
OIA
394
OneDigital Investment Advisors
Kansas
$10.9M
GVAG
395
Great Valley Advisor Group
Delaware
$10.6M
SAS
396
Stelac Advisory Services
New York
$10.5M
GCC
397
Game Creek Capital
Massachusetts
$10.5M
BWM
398
Bulltick Wealth Management
Florida
$10.5M
ASN
399
Advisory Services Network
Georgia
$10.5M
RTM
400
RH Tailwind Management
Pennsylvania
$10.4M