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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
BNA
826
BankChampaign National Association
Illinois
$1.67M
FAMI
827
Fideuram Asset Management (Ireland)
$1.67M
EI
828
Ellevest Inc
New York
$1.66M
GAG
829
GM Advisory Group
New York
$1.66M
FA
830
FSA Advisors
Michigan
$1.65M
Capstone Investment Advisors
831
Capstone Investment Advisors
New York
$1.64M
Brown Advisory
832
Brown Advisory
Maryland
$1.64M
WF
833
WinCap Financial
Massachusetts
$1.62M
CAM
834
Cresset Asset Management
Illinois
$1.61M
AAP
835
Arax Advisory Partners
Colorado
$1.61M
SQA
836
Simon Quick Advisors
New Jersey
$1.6M
DACS
837
Dymon Asia Capital (Singapore)
Singapore
$1.59M
AssetMark Inc
838
AssetMark Inc
California
$1.59M
MYIA
839
Mount Yale Investment Advisors
Colorado
$1.59M
CAM
840
Concorde Asset Management
Michigan
$1.58M
FAG
841
Fortitude Advisory Group
Washington
$1.58M
RWPA
842
Richard W. Paul & Associates
Michigan
$1.56M
BCB
843
Brian C. Broderick
$1.55M
EGM
844
Engineers Gate Manager
New York
$1.55M
MAM
845
McLaughlin Asset Management
Illinois
$1.54M
IA
846
IAM Advisory
Pennsylvania
$1.54M
WAM
847
WealthTrust Asset Management
Florida
$1.53M
VT
848
Vise Technologies
New York
$1.53M
GSWM
849
Golden State Wealth Management
California
$1.53M
FCM
850
Fourpath Capital Management
Oklahoma
$1.52M