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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
SWP
701
Stratos Wealth Partners
Ohio
$2.64M
CPIG
702
Chicago Partners Investment Group
Illinois
$2.64M
EFG
703
Everhart Financial Group
Ohio
$2.64M
MAS
704
Meeder Advisory Services
Ohio
$2.64M
CCM
705
Coldstream Capital Management
Washington
$2.63M
SAM
706
Securian Asset Management
Minnesota
$2.6M
DWM
707
Diversify Wealth Management
Utah
$2.59M
N
708
Numerai
California
$2.58M
CPSC
709
Carl P. Sherr & Co
Massachusetts
$2.57M
FFO
710
Fiduciary Family Office
Florida
$2.56M
QPW
711
Quantum Private Wealth
Florida
$2.56M
PIM
712
Platinum Investment Management
Australia
$2.54M
TAM
713
Tealwood Asset Management
Minnesota
$2.53M
BLC
714
Blue Line Capital
Illinois
$2.53M
VIA
715
Virtus Investment Advisers
Connecticut
$2.51M
KRSITF
716
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.51M
USPCM
717
Union Square Park Capital Management
New York
$2.51M
LP
718
Longaeva Partners
Illinois
$2.5M
CPCPP
719
Canada Post Corporation Pension Plan
Canada
$2.42M
IAN
720
Integrated Advisors Network
Texas
$2.42M
BFA
721
Brendel Financial Advisors
New Hampshire
$2.41M
WI
722
Wahed Invest
New York
$2.4M
PA
723
Parallel Advisors
California
$2.4M
SWM
724
Shelton Wealth Management
Texas
$2.39M
TI
725
Truxt Investmentos
Brazil
$2.39M