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1,823 hedge funds and large institutions have $78.7B invested in Vertiv in 2026 Q1 according to their latest regulatory filings, with 366 funds opening new positions, 666 increasing their positions, 635 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: 78.53%82.41% (+3.9%)

5% more repeat investments, than reductions

Existing positions increased: 666 | Existing positions reduced: 635

10% less call options, than puts

Call options by funds: $4.39B | Put options by funds: $4.86B

Holders
1,823
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
CLOS
1376
Compagnie Lombard Odier SCmA
Switzerland
$338K
FTUS
1377
Flow Traders U.S.
New York
$338K
KWM
1378
Keebeck Wealth Management
Illinois
$336K
FDS
1379
First Dallas Securities
Texas
$336K
WBG
1380
Wharton Business Group
Pennsylvania
$335K
CCG
1381
Capital CS Group
California
$334K
AI
1382
AdvisorShares Investments
Maryland
$334K
DT
1383
DV Trading
Illinois
$331K
BOH
1384
Bank of Hawaii
Hawaii
$331K
MIM
1385
Moseley Investment Management
Florida
$330K
WWC
1386
Waypoint Wealth Counsel
Georgia
$329K
TYCC
1387
Texas Yale Capital Corp
Florida
$329K
CIA
1388
Capital Investment Advisors
Georgia
$329K
FMN
1389
Financial Management Network
California
$327K
NS
1390
Northland Securities
Minnesota
$326K
ACM
1391
Ashford Capital Management
Delaware
$326K
RAG
1392
RIA Advisory Group
Iowa
$325K
PFGIA
1393
Patriot Financial Group Insurance Agency
Massachusetts
$324K
ECM
1394
Evergreen Capital Management
Washington
$324K
WAS
1395
Westco Advisory Services
New York
$323K
PWP
1396
Perfromance Wealth Partners
Illinois
$323K
GSIAS
1397
Garden State Investment Advisory Services
New Jersey
$321K
VV
1398
Verity & Verity
South Carolina
$321K
CMF
1399
Counterpoint Mutual Funds
California
$318K
VCM
1400
Virtue Capital Management
Tennessee
$318K