1,812 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 126 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:

3.85% more ownership

Funds ownership: 78.47%82.32% (+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
1,812
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
Vontobel Holding
201
Vontobel Holding
Switzerland
$41.4M
Treasurer of the State of North Carolina
202
Treasurer of the State of North Carolina
North Carolina
$40.8M
WT
203
Whittier Trust
California
$40.4M
SPPAM
204
Summit Partners Public Asset Management
Massachusetts
$40.3M
Voloridge Investment Management
205
Voloridge Investment Management
Florida
$39.4M
M
206
Mirova
France
$37.9M
KK
207
KLP Kapitalforvaltning
Norway
$37.3M
D.E. Shaw & Co
208
D.E. Shaw & Co
New York
$36.9M
Natixis Advisors
209
Natixis Advisors
Massachusetts
$35.4M
VIM
210
Vinva Investment Management
Australia
$35M
UBP
211
Union Bancaire Privee
Switzerland
$34.4M
TAF
212
Tredje AP-fonden
Sweden
$34.3M
MIF
213
Mediolanum International Funds
Ireland
$34.2M
State of Tennessee, Department of Treasury
214
State of Tennessee, Department of Treasury
Tennessee
$34.2M
SAM
215
SEB Asset Management
$32.9M
AAS
216
Annex Advisory Services
Wisconsin
$32.2M
HighTower Advisors
217
HighTower Advisors
Illinois
$32M
State of New Jersey Common Pension Fund D
218
State of New Jersey Common Pension Fund D
New Jersey
$31.4M
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$31.3M
William Blair & Company
220
William Blair & Company
Illinois
$31.3M
SMDAM
221
Sumitomo Mitsui DS Asset Management
Japan
$31M
CS
222
Candriam SCA
Luxembourg
$30.9M
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$30.8M
AGAM
224
Avalon Global Asset Management
California
$30.1M
TAM
225
Talos Asset Management
New York
$29.9M