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
MWPCG
1201
Measured Wealth Private Client Group
New Hampshire
$518K
VCM
1202
Vines Capital Management
Louisiana
$515K
IMT
1203
Investment Management Trust
Massachusetts
$514K
DWT
1204
Dorsey & Whitney Trust
South Dakota
$511K
VWA
1205
Visionary Wealth Advisors
Illinois
$511K
RIA
1206
Regal Investment Advisors
Michigan
$510K
VCM
1207
Voleon Capital Management
California
$510K
IAS
1208
Insigneo Advisory Services
Florida
$510K
LAM
1209
L2 Asset Management
Massachusetts
$509K
GS
1210
GTS Securities
New York
$508K
SWMG
1211
Signature Wealth Management Group
Georgia
$507K
CFD
1212
Creative Financial Designs
Indiana
$506K
CFA
1213
Cahill Financial Advisors
Minnesota
$506K
BEI
1214
Benjamin Edwards Inc
Missouri
$505K
AIP
1215
Avail Investment Partners
Pennsylvania
$504K
MSWM
1216
McGlone Suttner Wealth Management
Wisconsin
$503K
IP
1217
Investment Partners
Ohio
$502K
CH
1218
Canton Hathaway
Rhode Island
$501K
GCM
1219
Gallacher Capital Management
Colorado
$501K
UCMOK
1220
United Capital Management of KS
Kansas
$501K
LGA
1221
Lebenthal Global Advisors
New York
$498K
CRI
1222
Colonial River Investments
Virginia
$496K
FMI
1223
F/M Investments
District of Columbia
$495K
RCM
1224
Raleigh Capital Management
North Carolina
$494K
OCA
1225
OpenArc Corporate Advisory
Georgia
$493K