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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
RP
626
Rowlandmiller & Partners
Georgia
$3.48M
NIP
627
Nicholas Investment Partners
California
$3.46M
WAM
628
Werlinich Asset Management
Connecticut
$3.45M
WorldQuant Millennium Advisors
629
WorldQuant Millennium Advisors
New York
$3.45M
CL
630
Choreo LLC
Illinois
$3.44M
AWA
631
Arete Wealth Advisors
Illinois
$3.44M
SCM
632
Sone Capital Management
New York
$3.44M
CSA
633
Cornerstone Select Advisors
Missouri
$3.42M
CFO
634
Callan Family Office
Pennsylvania
$3.4M
FI
635
Finivi Inc
Massachusetts
$3.39M
SCB
636
Saudi Central Bank
Saudi Arabia
$3.36M
GAM
637
Generali Asset Management
Italy
$3.34M
CA
638
CSM Advisors
Pennsylvania
$3.32M
SWASL
639
Spartan Wealth Advisory Services LLC
Michigan
$3.31M
Koshinski Asset Management
640
Koshinski Asset Management
Illinois
$3.31M
YDMI
641
Y.D. More Investments
Israel
$3.31M
FCP
642
Fidelis Capital Partners
Florida
$3.31M
Lido Advisors
643
Lido Advisors
California
$3.29M
BCV
644
Banque Cantonale Vaudoise
Switzerland
$3.29M
NCM
645
Novare Capital Management
North Carolina
$3.25M
GTAM
646
Global Trust Asset Management
Florida
$3.24M
GCM
647
Goldstream Capital Management
Hong Kong
$3.24M
VIS
648
Vega Investment Solutions
France
$3.22M
IAIM
649
International Assets Investment Management
Florida
$3.22M
TNAM
650
Terra Nova Asset Management
New York
$3.21M