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
TWP
1126
Tyche Wealth Partners
Texas
$633K
BTI
1127
Blue Trust Inc
Georgia
$626K
CAM
1128
Costello Asset Management
Pennsylvania
$626K
AA
1129
Advisory Alpha
Michigan
$625K
HW
1130
Hancock Whitney
Mississippi
$624K
SB
1131
SIG Brokerage
New York
$623K
PL
1132
Perpetual Ltd
Australia
$623K
PAW
1133
Plan A Wealth
Nebraska
$623K
SA
1134
Sovran Advisors
California
$622K
EFS
1135
Essex Financial Services
Connecticut
$621K
FVWA
1136
Foster Victor Wealth Advisors
South Carolina
$615K
AWP
1137
Abacus Wealth Partners
California
$614K
LSA
1138
Leonteq Securities AG
Switzerland
$611K
HMS
1139
Hanseatic Management Services
New Mexico
$610K
TCIIS
1140
TIAA-CREF Individual & Institutional Services
New York
$607K
BIA
1141
Bigelow Investment Advisors
Maine
$606K
KFP
1142
Kerr Financial Planning
California
$605K
RCM
1143
Requisite Capital Management
Texas
$605K
MWM
1144
Mission Wealth Management
California
$604K
ORG
1145
Optimist Retirement Group
Washington
$603K
NICM
1146
Neo Ivy Capital Management
New York
$603K
LCM
1147
Laurion Capital Management
New York
$601K
PTP
1148
Platform Technology Partners
New York
$601K
RT
1149
Rockland Trust
Massachusetts
$597K
AWM
1150
Ariadne Wealth Management
California
$595K