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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
HCP
1351
Hexagon Capital Partners
Arkansas
$352K
G
1352
GenTrust
Florida
$351K
PWM
1353
Prentice Wealth Management
New York
$351K
ML
1354
McAdam LLC
Pennsylvania
$350K
MNBTD
1355
Moody National Bank Trust Division
Texas
$350K
MMA
1356
Miracle Mile Advisors
California
$350K
AWM
1357
Activest Wealth Management
Florida
$350K
MSRI
1358
Michael S. Ryan Inc
New York
$350K
OF
1359
Optimize Financial
California
$349K
1IA
1360
1834 Investment Advisors
Wisconsin
$349K
NRI
1361
NFP Retirement Inc
California
$345K
FMLI
1362
Fukoku Mutual Life Insurance
Japan
$345K
SCTC
1363
Sanibel Captiva Trust Company
Florida
$345K
KFA
1364
Kelleher Financial Advisors
New York
$344K
LOIM
1365
Liberty One Investment Management
Illinois
$343K
OWP
1366
Obermeyer Wealth Partners
Colorado
$343K
SF
1367
Symphony Financial
Texas
$343K
AA
1368
ABC Arbitrage
France
$341K
KFG
1369
Kingdom Financial Group
Arizona
$340K
LAS
1370
Lloyd Advisory Services
Georgia
$340K
PA
1371
PFG Advisors
Arizona
$339K
CSPIA
1372
Cary Street Partners Investment Advisory
Virginia
$339K
DIM
1373
DLK Investment Management
California
$339K
CLOS
1374
Compagnie Lombard Odier SCmA
Switzerland
$338K
FTUS
1375
Flow Traders U.S.
New York
$338K