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
HWM
1076
Hohimer Wealth Management
Washington
$737K
ACM
1077
Alpha Capital Management
Texas
$735K
GPA
1078
Guerra Pan Advisors
New Jersey
$734K
MLL
1079
Moody Lynn & Lieberson
Massachusetts
$732K
IAMOG
1080
Investors Asset Management of Georgia
Georgia
$732K
MFG
1081
Magnus Financial Group
New York
$727K
AIP
1082
Almanack Investment Partners
Pennsylvania
$727K
CPA
1083
Capital Performance Advisors
California
$724K
LA
1084
LexAurum Advisors
Kansas
$724K
DCM
1085
Dudley Capital Management
Virginia
$720K
OL
1086
Optas LLC
Texas
$718K
PIA
1087
Petredis Investment Advisors
Pennsylvania
$717K
Tudor Investment Corp
1088
Tudor Investment Corp
Connecticut
$717K
AWM
1089
Atticus Wealth Management
Florida
$713K
WEG
1090
World Equity Group
Illinois
$712K
SAM
1091
Smartleaf Asset Management
Massachusetts
$711K
LWL
1092
Leo Wealth LLC
Texas
$711K
FFG
1093
Fiduciary Financial Group
California
$706K
WH
1094
Willner & Heller
California
$705K
BA
1095
Bluesphere Advisors
Pennsylvania
$704K
MVF
1096
Markin Volterra Fund
New York
$703K
GLA
1097
Great Lakes Advisors
Illinois
$700K
HFW
1098
Horizon Family Wealth
Illinois
$696K
JTWM
1099
Jackson Thornton Wealth Management
Alabama
$694K
LFG
1100
Larson Financial Group
Missouri
$691K