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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
NAM
776
NorthCrest Asset Manangement
Minnesota
$1.96M
CAM
777
Congress Asset Management
Massachusetts
$1.95M
CIA
778
Cladis Investment Advisory
Montana
$1.95M
LSA
779
L & S Advisors
California
$1.94M
WIM
780
WealthPlan Investment Management
Nebraska
$1.93M
KeyBank National Association
781
KeyBank National Association
Ohio
$1.91M
SCP
782
Sivia Capital Partners
California
$1.9M
TY
783
Titiun Yejiel
$1.9M
AA
784
ALPS Advisors
Colorado
$1.88M
WA
785
Waddell & Associates
Tennessee
$1.88M
QI
786
Qtron Investments
Massachusetts
$1.88M
AWM
787
AE Wealth Management
Kansas
$1.87M
AM
788
AGF Management
Ontario, Canada
$1.86M
AG
789
AIA Group
Hong Kong
$1.85M
WIA
790
World Investment Advisors
California
$1.85M
WC
791
Waterloo Capital
Texas
$1.85M
IAAG
792
Innovative Asset Advisors Group
Connecticut
$1.84M
RIS
793
Richmond Investment Services
Wisconsin
$1.84M
MK
794
MASTERINVEST Kapitalanlage
$1.84M
LCM
795
LDR Capital Management
New York
$1.83M
DCA
796
DSG Capital Advisors
Minnesota
$1.82M
ACM
797
Arlington Capital Management
Illinois
$1.82M
MAG
798
MRA Advisory Group
New Jersey
$1.82M
GCP
799
GSA Capital Partners
United Kingdom
$1.81M
EP
800
Essential Partners
California
$1.81M