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
TRSOTSOK
451
Teachers Retirement System of the State of Kentucky
Kentucky
$7.49M
SCM
452
Seascape Capital Management
New Hampshire
$7.46M
NL
453
NWAM LLC
Washington
$7.42M
BHWA
454
Beacon Harbor Wealth Advisors
Virginia
$7.42M
CM
455
CastleKnight Management
New York
$7.39M
HWA
456
HCR Wealth Advisors
California
$7.36M
SLG
457
Stanley-Laman Group
Pennsylvania
$7.34M
NP
458
Nilsine Partners
Colorado
$7.33M
TC
459
Trilogy Capital
California
$7.28M
AUB
460
Atlantic Union Bankshares
Virginia
$7.24M
MCM
461
Mitchell Capital Management
Kansas
$7.23M
OWIM
462
Old West Investment Management
California
$7.22M
KG
463
Kieckhefer Group
Wisconsin
$7.2M
TCA
464
Trifecta Capital Advisors
Illinois
$7.18M
GIM
465
Generate Investment Management
New Zealand
$7.15M
GP
466
Geneva Partners
Wisconsin
$7.09M
GIBU
467
Gulf International Bank (UK)
United Kingdom
$7.03M
BIG
468
Boothe Investment Group
Delaware
$6.99M
SFGP
469
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.98M
IMCOOI
470
Investment Management Corp of Ontario (IMCO)
Canada
$6.96M
DCM
471
Davidson Capital Management
Texas
$6.87M
OHIS
472
Oak Harvest Investment Services
Texas
$6.86M
BF
473
BOK Financial
Oklahoma
$6.84M
MA
474
Mezzasalma Advisors
New Jersey
$6.8M
UIA
475
Ulland Investment Advisors
Minnesota
$6.77M