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
LCM
1051
Legato Capital Management
California
$788K
PJSIMP
1052
P.J. Schmidt Investment Management (PJS)
Wisconsin
$786K
JFG
1053
Jefferies Financial Group
New York
$785K
FWP
1054
Forefront Wealth Partners
Texas
$784K
HIC
1055
Holderness Investments Company
North Carolina
$780K
WI
1056
Wealth Intelligence
Georgia
$780K
CRC
1057
Curi RMB Capital
Illinois
$774K
FFA
1058
Fairfield Financial Advisors
Massachusetts
$769K
SIC
1059
SFE Investment Counsel
California
$765K
AT
1060
American Trust
Kentucky
$762K
SAI
1061
Savvy Advisors Inc
New York
$760K
BS
1062
Banco Santander
Spain
$758K
TCBWMS
1063
Texas Capital Bank Wealth Management Services
Texas
$757K
RA
1064
Rational Advisors
New York
$757K
TCPG
1065
Trivant Custom Portfolio Group
California
$754K
AFM
1066
Aspetuck Financial Management
Connecticut
$752K
LJAC
1067
L.J. Altfest & Co
New York
$750K
PTC
1068
Philadelphia Trust Company
Pennsylvania
$745K
TVM
1069
True Vision MN
Minnesota
$743K
DC
1070
Davenport & Co
Virginia
$743K
SWP
1071
Sagespring Wealth Partners
Tennessee
$742K
NRG
1072
Nemes Rush Group
Michigan
$742K
OC
1073
Opinicus Capital
Florida
$742K
SFS
1074
Sharp Financial Services
Pennsylvania
$740K
ACM
1075
Alta Capital Management
Utah
$738K