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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
PI
576
PineBridge Investments
New York
$4.38M
VI
577
Vestcor Inc
New Brunswick, Canada
$4.37M
BJF
578
Blue Jean Financial
New York
$4.25M
PIWA
579
Prevail Innovative Wealth Advisors
Kansas
$4.22M
HFM
580
Harvest Fund Management
China
$4.21M
FPAS
581
Focus Partners Advisor Solutions
Missouri
$4.18M
PCA
582
Pallas Capital Advisors
Massachusetts
$4.17M
KF
583
Krilogy Financial
Missouri
$4.16M
CRWM
584
Castle Rock Wealth Management
California
$4.1M
AA
585
Ancora Advisors
Ohio
$4.09M
LF
586
Lighthouse Financial
Florida
$4.06M
CBA
587
Coastal Bridge Advisors
Connecticut
$4.04M
VFM
588
Viking Fund Management
North Dakota
$4.01M
LOAME
589
Lombard Odier Asset Management (Europe)
United Kingdom
$4M
ACM
590
Aubrey Capital Management
United Kingdom
$3.98M
PIM
591
Plato Investment Management
Australia
$3.98M
PCM
592
Parsons Capital Management
Rhode Island
$3.96M
MIH
593
Meitav Investment House
Israel
$3.96M
MSE
594
MUFG Securities EMEA
United Kingdom
$3.93M
SCM
595
Summerhill Capital Management
Ontario, Canada
$3.93M
GAM
596
Gemmer Asset Management
California
$3.91M
SIA
597
Schear Investment Advisers
Ohio
$3.91M
FFA
598
Farther Finance Advisors
California
$3.9M
KA
599
Kovack Advisors
Florida
$3.9M
ALMGDA
600
AG2R La Mondiale Gestion d'Actifs
France
$3.85M