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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
VFA
1401
Voya Financial Advisors
Connecticut
$318K
RIG
1402
RiverFront Investment Group
Virginia
$316K
TCM
1403
TABR Capital Management
California
$316K
NEWAS
1404
N.E.W. Advisory Services
Wisconsin
$315K
EW
1405
Evexia Wealth
Wisconsin
$314K
CQWA
1406
Chokshi & Queen Wealth Advisors
California
$313K
GIP
1407
Greatmark Investment Partners
Georgia
$313K
FFM
1408
Fullerton Fund Management
Singapore
$312K
FHC
1409
First Horizon Corporation
Tennessee
$312K
F4L
1410
Fortune 45 LLC
Louisiana
$312K
MUMSS
1411
Mitsubishi UFJ Morgan Stanley Securities
Japan
$310K
AIFS
1412
A&I Financial Services
Colorado
$309K
MWM
1413
Modern Wealth Management
Kansas
$308K
MP
1414
Moment Partners
California
$304K
WPW
1415
Watershed Private Wealth
Illinois
$303K
MGAM
1416
McGowan Group Asset Management
Texas
$303K
Calamos Advisors
1417
Calamos Advisors
Illinois
$301K
CWM
1418
Calamos Wealth Management
Illinois
$301K
TWM
1419
TRB Wealth Management
Texas
$301K
LA
1420
LVW Advisors
New York
$300K
ICP
1421
Impact Capital Partners
Colorado
$300K
AAM
1422
Auxier Asset Management
Oregon
$298K
PRTG
1423
Post Resch Tallon Group
New York
$296K
BW
1424
BXM Wealth
Colorado
$296K
VA
1425
Valmark Advisers
Ohio
$295K