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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
RWM
801
Ritholtz Wealth Management
New York
$1.81M
PCP
802
Perbak Capital Partners
United Kingdom
$1.81M
EA
803
Emerald Advisers
Pennsylvania
$1.81M
PPW
804
Parcion Private Wealth
Washington
$1.8M
Hudson Bay Capital Management
805
Hudson Bay Capital Management
Connecticut
$1.79M
DIM
806
Delta Investment Management
California
$1.79M
CF
807
Centaurus Financial
California
$1.78M
DWP
808
Daymark Wealth Partners
Ohio
$1.78M
EWA
809
EverSource Wealth Advisors
Alabama
$1.76M
CA
810
Clearstead Advisors
Ohio
$1.76M
SMH
811
Sanders Morris Harris
Texas
$1.75M
SFI
812
Siemens Fonds Invest
Germany
$1.75M
CCG
813
Cloverfields Capital Group
Minnesota
$1.74M
SCM
814
Stevens Capital Management
Pennsylvania
$1.72M
WE
815
Wealth Effects
Massachusetts
$1.72M
OFS
816
OneAscent Financial Services
Alabama
$1.7M
XT
817
XTX Topco
Cayman Islands
$1.69M
PWS
818
Peterson Wealth Services
Utah
$1.69M
Grantham, Mayo, Van Otterloo & Co (GMO)
819
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.69M
BAM
820
Belpointe Asset Management
Nevada
$1.69M
IRP
821
Investment Research Partners
Pennsylvania
$1.69M
BCM
822
Brookstone Capital Management
Illinois
$1.69M
GLAM
823
Gardner Lewis Asset Management
Pennsylvania
$1.68M
EPW
824
Evolve Private Wealth
California
$1.68M
BIG
825
Brooklyn Investment Group
New York
$1.67M