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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
SW
751
SMART Wealth
Nebraska
$2.15M
LFAS
752
Level Four Advisory Services
Texas
$2.14M
FLPIM
753
F.L. Putnam Investment Management
Massachusetts
$2.13M
VFA
754
Valeo Financial Advisors
Indiana
$2.13M
FG
755
Foresight Group
United Kingdom
$2.12M
HCMT
756
Highland Capital Management (Tennessee)
Tennessee
$2.12M
S
757
ShariaPortfolio
Florida
$2.11M
HIS
758
Harvest Investment Services
Illinois
$2.1M
CW
759
CreativeOne Wealth
Kansas
$2.09M
WAS
760
WESPAC Advisors SoCal
California
$2.08M
EOJOAM
761
E. Ohman J:or Asset Management
Sweden
$2.08M
CTA
762
Chesley Taft & Associates
Illinois
$2.04M
KCFA
763
Key Client Fiduciary Advisors
New Jersey
$2.03M
QT
764
Quantbot Technologies
New York
$2.03M
PS
765
Principal Securities
Iowa
$2.02M
OBAM
766
ODDO BHF Asset Management
France
$2.02M
CG
767
Caprock Group
Idaho
$2M
RC
768
Rithm Capital
New York
$2M
NPCM
769
New Paradigm Capital Management
Virginia
$2M
TCWM
770
Total Clarity Wealth Management
Illinois
$2M
IP
771
Intellectus Partners
California
$1.99M
PGWM
772
Parisi Gray Wealth Management
New Jersey
$1.98M
KWM
773
Kingsview Wealth Management
Oregon
$1.98M
DAS
774
Dynamic Advisor Solutions
Arizona
$1.97M
AMCA
775
Arthur M. Cohen & Associates
Illinois
$1.97M