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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
FISPB
601
Fideuram - Intesa Sanpaolo Private Banking
$3.83M
NB
602
Norinchukin Bank
Japan
$3.82M
WR
603
WD Rutherford
Oregon
$3.81M
PI
604
PFG Investments
New York
$3.8M
UCFA
605
United Capital Financial Advisors
Texas
$3.78M
AI
606
Atria Investments
North Carolina
$3.77M
LNWTC
607
Laird Norton Wetherby Trust Company
Washington
$3.76M
SS
608
SBI Securities
Japan
$3.71M
BIA
609
Benchmark Investment Advisors
Illinois
$3.69M
Lazard Asset Management
610
Lazard Asset Management
New York
$3.69M
HBWM
611
Hollow Brook Wealth Management
New York
$3.68M
HCS
612
Himension Capital (Singapore)
Singapore
$3.67M
LOAMS
613
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.66M
NPT
614
National Philanthropic Trust
Pennsylvania
$3.6M
AWA
615
Arkadios Wealth Advisors
Georgia
$3.59M
MFS
616
Mirabella Financial Services
United Kingdom
$3.58M
BCI
617
Brinker Capital Investments
Pennsylvania
$3.57M
SOAMC
618
Spirit of America Management Corp
New York
$3.56M
KPWS
619
Kestra Private Wealth Services
Texas
$3.55M
TMAM
620
Tokio Marine Asset Management
Japan
$3.53M
JWCA
621
J.W. Cole Advisors
Florida
$3.52M
SI
622
Shaker Investments
Ohio
$3.51M
BBVA
623
Banco Bilbao Vizcaya Argentaria
Spain
$3.49M
HCA
624
Harbour Capital Advisors
Virginia
$3.49M
WMP
625
Wealth Management Partners
Arizona
$3.48M