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
MMA
1351
Miracle Mile Advisors
California
$350K
AWM
1352
Activest Wealth Management
Florida
$350K
MSRI
1353
Michael S. Ryan Inc
New York
$350K
OF
1354
Optimize Financial
California
$349K
1IA
1355
1834 Investment Advisors
Wisconsin
$349K
NRI
1356
NFP Retirement Inc
California
$345K
FMLI
1357
Fukoku Mutual Life Insurance
Japan
$345K
SCTC
1358
Sanibel Captiva Trust Company
Florida
$345K
KFA
1359
Kelleher Financial Advisors
New York
$344K
LOIM
1360
Liberty One Investment Management
Illinois
$343K
OWP
1361
Obermeyer Wealth Partners
Colorado
$343K
SF
1362
Symphony Financial
Texas
$343K
AA
1363
ABC Arbitrage
France
$341K
KFG
1364
Kingdom Financial Group
Arizona
$340K
LAS
1365
Lloyd Advisory Services
Georgia
$340K
PA
1366
PFG Advisors
Arizona
$339K
CSPIA
1367
Cary Street Partners Investment Advisory
Virginia
$339K
DIM
1368
DLK Investment Management
California
$339K
CLOS
1369
Compagnie Lombard Odier SCmA
Switzerland
$338K
FTUS
1370
Flow Traders U.S.
New York
$338K
KWM
1371
Keebeck Wealth Management
Illinois
$336K
FDS
1372
First Dallas Securities
Texas
$336K
WBG
1373
Wharton Business Group
Pennsylvania
$335K
CCG
1374
Capital CS Group
California
$334K
AI
1375
AdvisorShares Investments
Maryland
$334K