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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
NICM
1151
Neo Ivy Capital Management
New York
$603K
LCM
1152
Laurion Capital Management
New York
$601K
PTP
1153
Platform Technology Partners
New York
$601K
RT
1154
Rockland Trust
Massachusetts
$597K
AWM
1155
Ariadne Wealth Management
California
$595K
TM
1156
TigerOak Management
New Mexico
$592K
KRW
1157
Kaufman Rossin Wealth
Florida
$590K
WCM
1158
Washburn Capital Management
Florida
$589K
PFPG
1159
Pinnacle Financial Partners (Georgia)
Georgia
$588K
CWWM
1160
Clear Wave Wealth Management
New Jersey
$587K
CFS
1161
CRA Financial Services
New Jersey
$583K
HPC
1162
HM Payson & Co
Maine
$582K
PCIG
1163
Partners Capital Investment Group
Massachusetts
$581K
IA
1164
Invested Advisors
Pennsylvania
$581K
TCA
1165
Transcend Capital Advisors
New Jersey
$581K
NG
1166
Norden Group
Utah
$578K
SW
1167
Simplicity Wealth
New Jersey
$576K
SAM
1168
Secure Asset Management
Michigan
$574K
CDDEC
1169
Caisse Des Depots Et Consignations
France
$572K
GWM
1170
Goldenstone Wealth Management
California
$568K
EFG
1171
Elm3 Financial Group
Georgia
$567K
WW
1172
Waterfront Wealth
Kansas
$564K
CNWM
1173
Clay Northam Wealth Management
California
$564K
PFS
1174
Prospect Financial Services
New York
$561K
OAM
1175
Ostrum Asset Management
France
$560K