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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
SWP
1076
Sagespring Wealth Partners
Tennessee
$742K
NRG
1077
Nemes Rush Group
Michigan
$742K
OC
1078
Opinicus Capital
Florida
$742K
SFS
1079
Sharp Financial Services
Pennsylvania
$740K
ACM
1080
Alta Capital Management
Utah
$738K
HWM
1081
Hohimer Wealth Management
Washington
$737K
ACM
1082
Alpha Capital Management
Texas
$735K
GPA
1083
Guerra Pan Advisors
New Jersey
$734K
MLL
1084
Moody Lynn & Lieberson
Massachusetts
$732K
IAMOG
1085
Investors Asset Management of Georgia
Georgia
$732K
MFG
1086
Magnus Financial Group
New York
$727K
AIP
1087
Almanack Investment Partners
Pennsylvania
$727K
CPA
1088
Capital Performance Advisors
California
$724K
LA
1089
LexAurum Advisors
Kansas
$724K
DCM
1090
Dudley Capital Management
Virginia
$720K
OL
1091
Optas LLC
Texas
$718K
PIA
1092
Petredis Investment Advisors
Pennsylvania
$717K
Tudor Investment Corp
1093
Tudor Investment Corp
Connecticut
$717K
AWM
1094
Atticus Wealth Management
Florida
$713K
WEG
1095
World Equity Group
Illinois
$712K
SAM
1096
Smartleaf Asset Management
Massachusetts
$711K
LWL
1097
Leo Wealth LLC
Texas
$711K
FFG
1098
Fiduciary Financial Group
California
$706K
WH
1099
Willner & Heller
California
$705K
BA
1100
Bluesphere Advisors
Pennsylvania
$704K