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
FFM
1401
Fullerton Fund Management
Singapore
$312K
FHC
1402
First Horizon Corporation
Tennessee
$312K
F4L
1403
Fortune 45 LLC
Louisiana
$312K
MUMSS
1404
Mitsubishi UFJ Morgan Stanley Securities
Japan
$310K
AIFS
1405
A&I Financial Services
Colorado
$309K
MWM
1406
Modern Wealth Management
Kansas
$308K
MP
1407
Moment Partners
California
$304K
WPW
1408
Watershed Private Wealth
Illinois
$303K
MGAM
1409
McGowan Group Asset Management
Texas
$303K
CWM
1410
Calamos Wealth Management
Illinois
$301K
Calamos Advisors
1411
Calamos Advisors
Illinois
$301K
TWM
1412
TRB Wealth Management
Texas
$301K
LA
1413
LVW Advisors
New York
$300K
ICP
1414
Impact Capital Partners
Colorado
$300K
AAM
1415
Auxier Asset Management
Oregon
$298K
PRTG
1416
Post Resch Tallon Group
New York
$296K
BW
1417
BXM Wealth
Colorado
$296K
VA
1418
Valmark Advisers
Ohio
$295K
Jennison Associates
1419
Jennison Associates
New York
$295K
LCA
1420
Legend Capital Advisors
New York
$293K
LCGC
1421
Legacy Capital Group California
California
$292K
FFA
1422
Fragasso Financial Advisors
Pennsylvania
$291K
MPWT
1423
MassMutual Private Wealth & Trust
Connecticut
$291K
WFA
1424
Wellspring Financial Advisors
Ohio
$291K
TIA
1425
TCFG Investment Advisors
California
$288K