1,813 hedge funds and large institutions have $78.6B invested in Vertiv in 2026 Q1 according to their latest regulatory filings, with 363 funds opening new positions, 664 increasing their positions, 630 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:

3.84% more ownership

Funds ownership: 78.51%82.35% (+3.8%)

5% more repeat investments, than reductions

Existing positions increased: 664 | Existing positions reduced: 630

10% less call options, than puts

Call options by funds: $4.39B | Put options by funds: $4.86B

Holders
1,813
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
AWM
1901
Arista Wealth Management
Nevada
Point72 Asset Management
1902
Point72 Asset Management
Connecticut
GCM
1903
Greenland Capital Management
New York
BBP
1904
Banco BTG Pactual
Brazil
DO
1905
denkapparat Operations
Germany
M1FG
1906
Mach-1 Financial Group
Arkansas
CCM
1907
Capstone Capital Management
JIC
1908
Johnson Investment Counsel
Ohio
YC
1909
Yarbrough Capital
Tennessee
SRL
1910
Scientech Research LLC
New Jersey
AFW
1911
Avantra Family Wealth
Pennsylvania
FA
1912
Fiduciary Alliance
South Carolina
TC
1913
TwinBeech Capital
New York
EV
1914
EJMK Ventures
Illinois
CIA
1915
Cape Investment Advisory
Georgia
CWP
1916
Concord Wealth Partners
Virginia
WWA
1917
Wealth Watch Advisors
Colorado
ISS
1918
Intesa Sanpaolo SpA.
Italy
NL
1919
Navalign LLC
California
CWM
1920
Cedar Wealth Management
California
GCS
1921
Gordian Capital (Singapore)
Singapore
RAM
1922
Ramirez Asset Management
New York
MCM
1923
MidAtlantic Capital Management
Virginia
KBFS
1924
Kohmann Bosshard Financial Services
Ohio
VWWMG
1925
Vermillion & White Wealth Management Group
Pennsylvania