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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
WA
901
Win Advisors
Florida
$1.27M
LP
902
LMR Partners
United Kingdom
$1.27M
JCFM
903
JBR Co Financial Management
Oklahoma
$1.27M
FT
904
Fiduciary Trust
Massachusetts
$1.26M
HHGC
905
Hunting Hill Global Capital
New York
$1.26M
SWM
906
Segment Wealth Management
Texas
$1.26M
Balyasny Asset Management
907
Balyasny Asset Management
Illinois
$1.26M
RA
908
RFG Advisory
Alabama
$1.26M
Jacobs Levy Equity Management
909
Jacobs Levy Equity Management
New Jersey
$1.26M
WAM
910
WT Asset Management
Hong Kong
$1.25M
HA
911
Harbor Advisors
Florida
$1.25M
RP
912
Regal Partners
Australia
$1.25M
FPL
913
Fortress Private Ledger
North Carolina
$1.25M
CPBTD
914
Central Pacific Bank - Trust Division
Hawaii
$1.25M
NERM
915
New England Research & Management
Illinois
$1.24M
AG
916
AlTi Global
New York
$1.24M
DA
917
Dover Advisors
Virginia
$1.22M
EDRH
918
Edmond de Rothschild Holding
Switzerland
$1.22M
PSP
919
Principal Street Partners
Tennessee
$1.21M
NIA
920
NBZ Investment Advisors
Tennessee
$1.2M
VC
921
Veracity Capital
Georgia
$1.2M
SIA
922
Strategic Investment Advisors
Michigan
$1.2M
KC
923
Kepler Cheuvreux
$1.19M
HAG
924
HighPoint Advisor Group
Illinois
$1.19M
CA
925
Claro Advisors
Massachusetts
$1.18M