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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
MVF
1101
Markin Volterra Fund
New York
$703K
GLA
1102
Great Lakes Advisors
Illinois
$700K
HFW
1103
Horizon Family Wealth
Illinois
$696K
JTWM
1104
Jackson Thornton Wealth Management
Alabama
$694K
LFG
1105
Larson Financial Group
Missouri
$691K
BFIM
1106
Beese Fulmer Investment Management
Ohio
$683K
PJWM
1107
Philip James Wealth Mangement
Georgia
$681K
FFS
1108
Founders Financial Securities
Maryland
$680K
BPAMU
1109
BTG Pactual Asset Management US
New York
$676K
NFG
1110
Nations Financial Group
Iowa
$671K
CIM
1111
Cambria Investment Management
California
$669K
MWM
1112
Moran Wealth Management
Florida
$667K
S
1113
Sunpointe
Missouri
$665K
RBFC
1114
Roman Butler Fullerton & Co
Missouri
$665K
ACA
1115
Aptus Capital Advisors
Alabama
$664K
RFG
1116
Range Financial Group
Oregon
$657K
FCT
1117
First Community Trust
Iowa
$653K
SWA
1118
Strategies Wealth Advisors
Michigan
$649K
JCM
1119
J2 Capital Management
Michigan
$649K
SACTSONJ
1120
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$648K
FPGK
1121
Financial Partners Group (Kansas)
Kansas
$648K
BFA
1122
Beacon Financial Advisory
Ohio
$648K
APWM
1123
Argonautica Private Wealth Management
Massachusetts
$648K
GM
1124
GeoWealth Management
Illinois
$648K
TC
1125
TownSquare Capital
Utah
$643K