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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
WI
501
Westbourne Investments
Virginia
$6.08M
GCM
502
Genus Capital Management
British Columbia, Canada
$6.08M
Parallax Volatility Advisers
503
Parallax Volatility Advisers
California
$6.07M
AAM
504
Advisors Asset Management
Colorado
$6.05M
BIM
505
Baldwin Investment Management
Pennsylvania
$6.04M
CCIA
506
Cherry Creek Investment Advisors
Colorado
$6.03M
SGM
507
Scalar Gauge Management
Texas
$6.01M
CPA
508
Capital Planning Advisors
California
$6M
LGF
509
LGT Group Foundation
Liechtenstein
$5.98M
NIA
510
NIA Impact Advisors
California
$5.95M
RFM
511
Royal Fund Management
Florida
$5.92M
HWAM
512
Hennion & Walsh Asset Management
New Jersey
$5.91M
VAM
513
VMS Asset Management
$5.88M
MFG
514
Merit Financial Group
Georgia
$5.82M
MSU
515
Mizuho Securities USA
New York
$5.8M
SIAP
516
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.73M
BAMF
517
BI Asset Management Fondsmaeglerselskab
Denmark
$5.69M
KHLMTHM
518
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.64M
MIM
519
Merrion Investment Management
New Jersey
$5.64M
PCM
520
Polymer Capital Management
New York
$5.61M
WBC
521
Westpac Banking Corp
Australia
$5.59M
IGAM
522
iA Global Asset Management
Quebec, Canada
$5.54M
HIMCH
523
Hartford Investment Management Co (HIMCO)
Connecticut
$5.46M
OIMU
524
Osmosis Investment Management UK
United Kingdom
$5.42M
OQS
525
Occudo Quantitative Strategies
Florida
$5.41M