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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
HI
651
Horizon Investments
North Carolina
$3.19M
TIM
652
Titan Investment Management
Indiana
$3.18M
BPA
653
Beacon Pointe Advisors
California
$3.17M
FG
654
Franchise GP
$3.16M
AI
655
AXS Investments
New York
$3.13M
MPWS
656
McCarter Private Wealth Services
Massachusetts
$3.13M
CGH
657
Crossmark Global Holdings
Texas
$3.12M
KFA
658
Krane Funds Advisors
New York
$3.09M
RWA
659
Redhawk Wealth Advisors
Minnesota
$3.07M
NMIMC
660
Northwestern Mutual Investment Management Company
Wisconsin
$3.07M
SCM
661
Shelton Capital Management
Colorado
$3.03M
HWM
662
HB Wealth Management
Georgia
$3.01M
HH
663
Hilltop Holdings
Texas
$3.01M
RFC
664
Regions Financial Corp
Alabama
$3.01M
MC
665
Moors & Cabot
Massachusetts
$3.01M
BFG
666
Bleakley Financial Group
New Jersey
$2.99M
DWM
667
Darwin Wealth Management
Florida
$2.97M
GAA
668
Guardian Asset Advisors
Pennsylvania
$2.96M
HCM
669
Hodges Capital Management
Texas
$2.94M
MWM
670
Meridian Wealth Management
Kentucky
$2.93M
MLIC
671
Mandatum Life Insurance Company
Finland
$2.93M
PA
672
Paragon Advisors
Texas
$2.9M
VA
673
VestGen Advisors
Illinois
$2.89M
NW
674
NewEdge Wealth
Pennsylvania
$2.89M
BCM
675
Bridgeway Capital Management
Texas
$2.88M