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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
CA
876
CoreCap Advisors
Michigan
$1.38M
APA
877
Astoria Portfolio Advisors
New York
$1.38M
WLG
878
Williamson Legacy Group
Indiana
$1.38M
HFM
879
Hartford Funds Management
Pennsylvania
$1.38M
CWM
880
Cornerstone Wealth Management
Missouri
$1.37M
DCA
881
DB&C Advisors
Michigan
$1.37M
HHCP
882
Hilton Head Capital Partners
South Carolina
$1.36M
CCA
883
Catalyst Capital Advisors
New York
$1.36M
GCM
884
Graham Capital Management
Connecticut
$1.35M
EB
885
Eastern Bank
Massachusetts
$1.35M
EW
886
Evoke Wealth
California
$1.34M
TFA
887
Toth Financial Advisory
Virginia
$1.34M
HGA
888
Hobbs Group Advisors
South Carolina
$1.34M
CHAM
889
Clear Harbor Asset Management
Connecticut
$1.33M
MP
890
McDonald Partners
Ohio
$1.32M
IWP
891
Insight Wealth Partners
Texas
$1.32M
BWP
892
Burling Wealth Partners
Illinois
$1.31M
ACM
893
Accent Capital Management
Ohio
$1.31M
7WCP
894
71 West Capital Partners
Massachusetts
$1.31M
CIS
895
Custom Index Systems
New York
$1.3M
WPC
896
Wedmont Private Capital
Pennsylvania
$1.3M
HBW
897
Hazlett, Burt & Watson
West Virginia
$1.29M
PCM
898
Presidio Capital Management
California
$1.29M
HI
899
Hudock Inc
Pennsylvania
$1.28M
GI
900
GAMMA Investing
California
$1.28M