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
RL
976
Retireful LLC
Michigan
$972K
CA
977
Calton & Associates
Florida
$967K
MAC
978
Mason & Associates (California)
California
$966K
WCM
979
Washington Capital Management
Washington
$965K
SAM
980
Seelaus Asset Management
New Jersey
$965K
PA
981
Profund Advisors
Maryland
$962K
TA
982
Tactive Advisors
Florida
$960K
BW
983
BostonPremier Wealth
Massachusetts
$959K
PRS
984
Pinkerton Retirement Specialists
Idaho
$957K
EWA
985
Exencial Wealth Advisors
Oklahoma
$954K
SFFS
986
Stonehage Fleming Financial Services
Jersey
$947K
HSA
987
HBK Sorce Advisory
Pennsylvania
$945K
PFU
988
Parus Finance (UK)
United Kingdom
$945K
HA
989
Herold Advisors
New York
$944K
HFS
990
Hantz Financial Services
Michigan
$937K
MCM
991
Magnolia Capital Management
New York
$937K
DS
992
DRW Securities
Illinois
$934K
TRCT
993
Tower Research Capital (TRC)
New York
$934K
MAM
994
MWA Asset Management
Massachusetts
$932K
LIM
995
Leavell Investment Management
Alabama
$932K
AU
996
Algebris (UK)
United Kingdom
$930K
DAS
997
Daybright Advisory Services
Florida
$928K
SMC
998
Smith, Moore & Co
Missouri
$925K
MWM
999
Mosley Wealth Management
California
$924K
AP
1000
Americana Partners
Texas
$921K