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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
LGA
1226
Lebenthal Global Advisors
New York
$498K
CRI
1227
Colonial River Investments
Virginia
$496K
FMI
1228
F/M Investments
District of Columbia
$495K
RCM
1229
Raleigh Capital Management
North Carolina
$494K
OCA
1230
OpenArc Corporate Advisory
Georgia
$493K
PCM
1231
Prelude Capital Management
New York
$493K
SIA
1232
Soltis Investment Advisors
Utah
$492K
GGS
1233
Galvin Gaustad & Stein
Arizona
$490K
FCMA
1234
Foresight Capital Management Advisors
Michigan
$490K
NCM
1235
Narwhal Capital Management
Georgia
$490K
BBA
1236
Baader Bank Aktiengesellschaft
Germany
$490K
GIA
1237
Gladstone Institutional Advisory
Florida
$488K
IWM
1238
IHT Wealth Management
Illinois
$486K
PCS
1239
Personal CFO Solutions
New Jersey
$485K
RFA
1240
Register Financial Advisors
Georgia
$481K
AWMT
1241
AAFMAA Wealth Management & Trust
North Carolina
$480K
SI
1242
Severin Investments
Missouri
$479K
OBWG
1243
Onyx Bridge Wealth Group
New York
$478K
AC
1244
AlphaCore Capital
California
$477K
TAFW
1245
Tred Avon Family Wealth
Maryland
$476K
BT
1246
Banque Transatlantique
France
$475K
ACS
1247
Archford Capital Strategies
Illinois
$473K
VEM
1248
Vann Equity Management
Texas
$468K
AHL
1249
Abel Hall LLC
Louisiana
$467K
AC
1250
ASB Consultores
Florida
$467K