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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
FRM
926
Fox Run Management
Connecticut
$1.18M
PCM
927
Pincus Capital Management
New York
$1.18M
CMBA
928
C.M. Bidwell & Associates
Hawaii
$1.18M
DWM
929
Dynasty Wealth Management
Florida
$1.17M
QWM
930
Quadcap Wealth Management
Texas
$1.17M
LAIC
931
Lederer & Associates Investment Counsel
California
$1.16M
JPMIA
932
J.P. Marvel Investment Advisors
Massachusetts
$1.15M
HIM
933
Hillsdale Investment Management
Ontario, Canada
$1.15M
CAL
934
Capital Analysts LLC
Pennsylvania
$1.15M
C
935
Certuity
Florida
$1.13M
AFP
936
Ausdal Financial Partners
Iowa
$1.13M
GSEP
937
Golden State Equity Partners
California
$1.13M
KIM
938
Kane Investment Management
California
$1.13M
DADC
939
D.A. Davidson & Co
Montana
$1.12M
MA
940
MONECO Advisors
Connecticut
$1.11M
RIL
941
Rothschild Investment LLC
Illinois
$1.11M
FRA
942
Frank Rimerman Advisors
California
$1.11M
TWM
943
Tripletail Wealth Management
Florida
$1.11M
HA
944
Huntleigh Advisors
Missouri
$1.1M
GC
945
Globeflex Capital
California
$1.1M
SC
946
Savant Capital
Illinois
$1.1M
OWA
947
Outlook Wealth Advisors
Texas
$1.09M
LSIA
948
LaSalle St. Investment Advisors
Illinois
$1.09M
RBWA
949
RFG - Bristol Wealth Advisors
Massachusetts
$1.08M
SWA
950
Sax Wealth Advisors
New Jersey
$1.08M