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
MGP
401
M&G plc
United Kingdom
$10.2M
WWA
402
WCG Wealth Advisors
Nevada
$10.1M
M&T Bank
403
M&T Bank
New York
$10M
AGM
404
Aragon Global Management
Florida
$10M
Nisa Investment Advisors
405
Nisa Investment Advisors
Missouri
$9.77M
ECSS
406
Eurizon Capital SGR SpA
$9.66M
VA
407
Vident Advisory
Georgia
$9.61M
SCM
408
Sterling Capital Management
North Carolina
$9.53M
SOADOR
409
State of Alaska Department of Revenue
Alaska
$9.51M
AC
410
Allstate Corporation
Illinois
$9.48M
CWM
411
CMH Wealth Management
New Hampshire
$9.42M
BFS
412
Bradley Foster & Sargent
Connecticut
$9.37M
YCM
413
Yousif Capital Management
Michigan
$9.35M
CIA
414
Concurrent Investment Advisors
Florida
$9.27M
LFM
415
LGT Fund Management
Liechtenstein
$9.22M
DILIC
416
Dai-ichi Life Insurance Company
Japan
$9.2M
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$9.17M
HIP
418
HUB Investment Partners
Texas
$9.14M
SAA
419
Southeast Asset Advisors
Georgia
$9.13M
KIG
420
Kessler Investment Group
Indiana
$9.07M
TCA
421
Tortoise Capital Advisors
Kansas
$9M
SCM
422
SIR Capital Management
New York
$8.97M
Fidelity International
423
Fidelity International
Bermuda
$8.88M
EA
424
Ellsworth Advisors
Ohio
$8.76M
Pacer Advisors
425
Pacer Advisors
Pennsylvania
$8.67M