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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
ISS
1926
Intesa Sanpaolo SpA.
Italy
NL
1927
Navalign LLC
California
CWM
1928
Cedar Wealth Management
California
GCS
1929
Gordian Capital (Singapore)
Singapore
RAM
1930
Ramirez Asset Management
New York
MCM
1931
MidAtlantic Capital Management
Virginia
KBFS
1932
Kohmann Bosshard Financial Services
Ohio
VWWMG
1933
Vermillion & White Wealth Management Group
Pennsylvania
AIA
1934
Aventus Investment Advisors
Florida
GAMC
1935
Garner Asset Management Corp
Texas
VWA
1936
VSM Wealth Advisory
Maryland
EW
1937
Elyxium Wealth
California
CIAS
1938
CBIZ Investment Advisory Services
Ohio
WW
1939
Winnow Wealth
Texas
IIM
1940
IFC & Insurance Marketing
California
OC
1941
Optima Capital
Oregon
DJSG
1942
D.J. St. Germain
Massachusetts
NRWA
1943
North Ridge Wealth Advisors
Oregon
CCM
1944
Chilton Capital Management
Texas
T. Rowe Price Investment Management
1945
T. Rowe Price Investment Management
Maryland
TM
1946
Torren Management
California
LWANC
1947
Laurel Wealth Advisors (North Carolina)
North Carolina
TPBG
1948
Turning Point Benefit Group
Maryland
KFI
1949
Key Financial Inc
Pennsylvania