1,813 hedge funds and large institutions have $78.6B invested in Vertiv in 2026 Q1 according to their latest regulatory filings, with 363 funds opening new positions, 664 increasing their positions, 630 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:

3.84% more ownership

Funds ownership: 78.51%82.35% (+3.8%)

5% more repeat investments, than reductions

Existing positions increased: 664 | Existing positions reduced: 630

10% less call options, than puts

Call options by funds: $4.39B | Put options by funds: $4.86B

Holders
1,813
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
QWM
926
Quadcap Wealth Management
Texas
$1.17M
LAIC
927
Lederer & Associates Investment Counsel
California
$1.16M
JPMIA
928
J.P. Marvel Investment Advisors
Massachusetts
$1.15M
HIM
929
Hillsdale Investment Management
Ontario, Canada
$1.15M
CAL
930
Capital Analysts LLC
Pennsylvania
$1.15M
C
931
Certuity
Florida
$1.13M
AFP
932
Ausdal Financial Partners
Iowa
$1.13M
GSEP
933
Golden State Equity Partners
California
$1.13M
KIM
934
Kane Investment Management
California
$1.13M
DADC
935
D.A. Davidson & Co
Montana
$1.12M
MA
936
MONECO Advisors
Connecticut
$1.11M
RIL
937
Rothschild Investment LLC
Illinois
$1.11M
FRA
938
Frank Rimerman Advisors
California
$1.11M
TWM
939
Tripletail Wealth Management
Florida
$1.11M
HA
940
Huntleigh Advisors
Missouri
$1.1M
GC
941
Globeflex Capital
California
$1.1M
SC
942
Savant Capital
Illinois
$1.1M
OWA
943
Outlook Wealth Advisors
Texas
$1.09M
LSIA
944
LaSalle St. Investment Advisors
Illinois
$1.09M
RBWA
945
RFG - Bristol Wealth Advisors
Massachusetts
$1.08M
SWA
946
Sax Wealth Advisors
New Jersey
$1.08M
EP
947
Edgestream Partners
New Jersey
$1.08M
MW
948
MBL Wealth
North Carolina
$1.07M
HT
949
Heritage Trust
Oklahoma
$1.07M
LTM
950
Lotus Technology Management
Florida
$1.06M