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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
CIC
1201
Chilton Investment Company
Connecticut
$525K
GF
1202
GGM Financials
Ohio
$524K
FA
1203
FDx Advisors
Illinois
$524K
BIM
1204
Barton Investment Management
Pennsylvania
$522K
GWP
1205
Gateway Wealth Partners
Wisconsin
$519K
MWPCG
1206
Measured Wealth Private Client Group
New Hampshire
$518K
VCM
1207
Vines Capital Management
Louisiana
$515K
IMT
1208
Investment Management Trust
Massachusetts
$514K
DWT
1209
Dorsey & Whitney Trust
South Dakota
$511K
VWA
1210
Visionary Wealth Advisors
Illinois
$511K
RIA
1211
Regal Investment Advisors
Michigan
$510K
VCM
1212
Voleon Capital Management
California
$510K
IAS
1213
Insigneo Advisory Services
Florida
$510K
LAM
1214
L2 Asset Management
Massachusetts
$509K
GS
1215
GTS Securities
New York
$508K
SWMG
1216
Signature Wealth Management Group
Georgia
$507K
CFD
1217
Creative Financial Designs
Indiana
$506K
CFA
1218
Cahill Financial Advisors
Minnesota
$506K
BEI
1219
Benjamin Edwards Inc
Missouri
$505K
AIP
1220
Avail Investment Partners
Pennsylvania
$504K
MSWM
1221
McGlone Suttner Wealth Management
Wisconsin
$503K
IP
1222
Investment Partners
Ohio
$502K
CH
1223
Canton Hathaway
Rhode Island
$501K
GCM
1224
Gallacher Capital Management
Colorado
$501K
UCMOK
1225
United Capital Management of KS
Kansas
$501K