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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
LIP
451
Liontrust Investment Partners
United Kingdom
$7.67M
BHCM
452
Brevan Howard Capital Management
Jersey
$7.64M
TRSOTSOK
453
Teachers Retirement System of the State of Kentucky
Kentucky
$7.49M
SCM
454
Seascape Capital Management
New Hampshire
$7.46M
NL
455
NWAM LLC
Washington
$7.42M
BHWA
456
Beacon Harbor Wealth Advisors
Virginia
$7.42M
CM
457
CastleKnight Management
New York
$7.39M
HWA
458
HCR Wealth Advisors
California
$7.36M
SLG
459
Stanley-Laman Group
Pennsylvania
$7.34M
NP
460
Nilsine Partners
Colorado
$7.33M
TC
461
Trilogy Capital
California
$7.28M
AUB
462
Atlantic Union Bankshares
Virginia
$7.24M
MCM
463
Mitchell Capital Management
Kansas
$7.23M
OWIM
464
Old West Investment Management
California
$7.22M
KG
465
Kieckhefer Group
Wisconsin
$7.2M
TCA
466
Trifecta Capital Advisors
Illinois
$7.18M
GIM
467
Generate Investment Management
New Zealand
$7.15M
GP
468
Geneva Partners
Wisconsin
$7.09M
GIBU
469
Gulf International Bank (UK)
United Kingdom
$7.03M
BIG
470
Boothe Investment Group
Delaware
$6.99M
SFGP
471
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.98M
IMCOOI
472
Investment Management Corp of Ontario (IMCO)
Canada
$6.96M
DCM
473
Davidson Capital Management
Texas
$6.87M
OHIS
474
Oak Harvest Investment Services
Texas
$6.86M
BF
475
BOK Financial
Oklahoma
$6.84M