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
DWM
426
Dakota Wealth Management
Florida
$8.58M
PWM
427
Perigon Wealth Management
California
$8.57M
AF
428
Alerus Financial
North Dakota
$8.51M
AG
429
Algert Global
California
$8.5M
FBB
430
Fulton Breakefield Broenniman
Maryland
$8.45M
OAM
431
Oppenheimer Asset Management
New York
$8.41M
AAM
432
Azzad Asset Management
Virginia
$8.28M
KFP
433
KMG Fiduciary Partners
Ohio
$8.28M
Mawer Investment Management
434
Mawer Investment Management
Alberta, Canada
$8.22M
SCA
435
Snowden Capital Advisors
New York
$8.21M
BPIM
436
Brant Point Investment Management
New York
$8.12M
PCM
437
Penserra Capital Management
California
$8.1M
NCGI
438
Next Century Growth Investors
Minnesota
$8.09M
SGA
439
Strategic Global Advisors
California
$7.83M
Los Angeles Capital Management
440
Los Angeles Capital Management
California
$7.82M
FP
441
FFG Partners
Florida
$7.82M
SF
442
Summit Financial
New Jersey
$7.81M
FA
443
Faithward Advisors
Pennsylvania
$7.76M
MAM
444
Morse Asset Management
Connecticut
$7.75M
NSUP
445
NLB Skladi upravljanje premozenja
$7.73M
SAM
446
Sycomore Asset Management
France
$7.71M
Walleye Capital
447
Walleye Capital
New York
$7.71M
IUHSA
448
Itau Unibanco Holding S.A.
Brazil
$7.7M
LIP
449
Liontrust Investment Partners
United Kingdom
$7.67M
BHCM
450
Brevan Howard Capital Management
Jersey
$7.64M