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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
LWM
1051
Liberty Wealth Management
California
$800K
SOW
1052
State of Wyoming
Wyoming
$800K
TAM
1053
Titleist Asset Management
Texas
$796K
CIA
1054
Caerus Investment Advisors
Texas
$793K
AWA
1055
Aaron Wealth Advisors
Illinois
$791K
LCM
1056
Legato Capital Management
California
$788K
PJSIMP
1057
P.J. Schmidt Investment Management (PJS)
Wisconsin
$786K
JFG
1058
Jefferies Financial Group
New York
$785K
FWP
1059
Forefront Wealth Partners
Texas
$784K
HIC
1060
Holderness Investments Company
North Carolina
$780K
WI
1061
Wealth Intelligence
Georgia
$780K
CRC
1062
Curi RMB Capital
Illinois
$774K
FFA
1063
Fairfield Financial Advisors
Massachusetts
$769K
SIC
1064
SFE Investment Counsel
California
$765K
AT
1065
American Trust
Kentucky
$762K
SAI
1066
Savvy Advisors Inc
New York
$760K
BS
1067
Banco Santander
Spain
$758K
TCBWMS
1068
Texas Capital Bank Wealth Management Services
Texas
$757K
RA
1069
Rational Advisors
New York
$757K
TCPG
1070
Trivant Custom Portfolio Group
California
$754K
AFM
1071
Aspetuck Financial Management
Connecticut
$752K
LJAC
1072
L.J. Altfest & Co
New York
$750K
PTC
1073
Philadelphia Trust Company
Pennsylvania
$745K
TVM
1074
True Vision MN
Minnesota
$743K
DC
1075
Davenport & Co
Virginia
$743K