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
DT
1376
DV Trading
Illinois
$331K
BOH
1377
Bank of Hawaii
Hawaii
$331K
MIM
1378
Moseley Investment Management
Florida
$330K
WWC
1379
Waypoint Wealth Counsel
Georgia
$329K
TYCC
1380
Texas Yale Capital Corp
Florida
$329K
CIA
1381
Capital Investment Advisors
Georgia
$329K
FMN
1382
Financial Management Network
California
$327K
NS
1383
Northland Securities
Minnesota
$326K
ACM
1384
Ashford Capital Management
Delaware
$326K
RAG
1385
RIA Advisory Group
Iowa
$325K
PFGIA
1386
Patriot Financial Group Insurance Agency
Massachusetts
$324K
ECM
1387
Evergreen Capital Management
Washington
$324K
WAS
1388
Westco Advisory Services
New York
$323K
PWP
1389
Perfromance Wealth Partners
Illinois
$323K
GSIAS
1390
Garden State Investment Advisory Services
New Jersey
$321K
VV
1391
Verity & Verity
South Carolina
$321K
CMF
1392
Counterpoint Mutual Funds
California
$318K
VCM
1393
Virtue Capital Management
Tennessee
$318K
VFA
1394
Voya Financial Advisors
Connecticut
$318K
RIG
1395
RiverFront Investment Group
Virginia
$316K
TCM
1396
TABR Capital Management
California
$316K
NEWAS
1397
N.E.W. Advisory Services
Wisconsin
$315K
EW
1398
Evexia Wealth
Wisconsin
$314K
CQWA
1399
Chokshi & Queen Wealth Advisors
California
$313K
GIP
1400
Greatmark Investment Partners
Georgia
$313K