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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
MCA
1126
Millennium Capital Advisors
Arkansas
$642K
GS
1127
GWN Securities
Florida
$640K
FMI
1128
Frec Markets Inc
California
$639K
PWA
1129
Pitcairn Wealth Advisors
Pennsylvania
$637K
SL
1130
Sentinus LLC
Illinois
$635K
TWP
1131
Tyche Wealth Partners
Texas
$633K
BTI
1132
Blue Trust Inc
Georgia
$626K
CAM
1133
Costello Asset Management
Pennsylvania
$626K
AA
1134
Advisory Alpha
Michigan
$625K
HW
1135
Hancock Whitney
Mississippi
$624K
SB
1136
SIG Brokerage
New York
$623K
PL
1137
Perpetual Ltd
Australia
$623K
PAW
1138
Plan A Wealth
Nebraska
$623K
SA
1139
Sovran Advisors
California
$622K
EFS
1140
Essex Financial Services
Connecticut
$621K
FVWA
1141
Foster Victor Wealth Advisors
South Carolina
$615K
AWP
1142
Abacus Wealth Partners
California
$614K
LSA
1143
Leonteq Securities AG
Switzerland
$611K
HMS
1144
Hanseatic Management Services
New Mexico
$610K
TCIIS
1145
TIAA-CREF Individual & Institutional Services
New York
$607K
BIA
1146
Bigelow Investment Advisors
Maine
$606K
KFP
1147
Kerr Financial Planning
California
$605K
RCM
1148
Requisite Capital Management
Texas
$605K
MWM
1149
Mission Wealth Management
California
$604K
ORG
1150
Optimist Retirement Group
Washington
$603K