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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
TCM
1401
TABR Capital Management
California
$316K
NEWAS
1402
N.E.W. Advisory Services
Wisconsin
$315K
EW
1403
Evexia Wealth
Wisconsin
$314K
CQWA
1404
Chokshi & Queen Wealth Advisors
California
$313K
GIP
1405
Greatmark Investment Partners
Georgia
$313K
FFM
1406
Fullerton Fund Management
Singapore
$312K
FHC
1407
First Horizon Corporation
Tennessee
$312K
F4L
1408
Fortune 45 LLC
Louisiana
$312K
MUMSS
1409
Mitsubishi UFJ Morgan Stanley Securities
Japan
$310K
AIFS
1410
A&I Financial Services
Colorado
$309K
MWM
1411
Modern Wealth Management
Kansas
$308K
MP
1412
Moment Partners
California
$304K
WPW
1413
Watershed Private Wealth
Illinois
$303K
MGAM
1414
McGowan Group Asset Management
Texas
$303K
Calamos Advisors
1415
Calamos Advisors
Illinois
$301K
CWM
1416
Calamos Wealth Management
Illinois
$301K
TWM
1417
TRB Wealth Management
Texas
$301K
LA
1418
LVW Advisors
New York
$300K
ICP
1419
Impact Capital Partners
Colorado
$300K
AAM
1420
Auxier Asset Management
Oregon
$298K
PRTG
1421
Post Resch Tallon Group
New York
$296K
BW
1422
BXM Wealth
Colorado
$296K
VA
1423
Valmark Advisers
Ohio
$295K
Jennison Associates
1424
Jennison Associates
New York
$295K
LCA
1425
Legend Capital Advisors
New York
$293K