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
TM
1151
TigerOak Management
New Mexico
$592K
KRW
1152
Kaufman Rossin Wealth
Florida
$590K
WCM
1153
Washburn Capital Management
Florida
$589K
PFPG
1154
Pinnacle Financial Partners (Georgia)
Georgia
$588K
CWWM
1155
Clear Wave Wealth Management
New Jersey
$587K
CFS
1156
CRA Financial Services
New Jersey
$583K
HPC
1157
HM Payson & Co
Maine
$582K
PCIG
1158
Partners Capital Investment Group
Massachusetts
$581K
IA
1159
Invested Advisors
Pennsylvania
$581K
TCA
1160
Transcend Capital Advisors
New Jersey
$581K
NG
1161
Norden Group
Utah
$578K
SW
1162
Simplicity Wealth
New Jersey
$576K
SAM
1163
Secure Asset Management
Michigan
$574K
CDDEC
1164
Caisse Des Depots Et Consignations
France
$572K
GWM
1165
Goldenstone Wealth Management
California
$568K
EFG
1166
Elm3 Financial Group
Georgia
$567K
WW
1167
Waterfront Wealth
Kansas
$564K
CNWM
1168
Clay Northam Wealth Management
California
$564K
PFS
1169
Prospect Financial Services
New York
$561K
OAM
1170
Ostrum Asset Management
France
$560K
OFG
1171
Oxford Financial Group
Indiana
$559K
FM
1172
Family Management
New York
$557K
AFGAS
1173
Allegiance Financial Group Advisory Services
Virginia
$557K
GJIA
1174
Glass Jacobson Investment Advisors
Maryland
$556K
BF
1175
bLong Financial
Tennessee
$556K