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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
Jennison Associates
1426
Jennison Associates
New York
$295K
LCA
1427
Legend Capital Advisors
New York
$293K
LCGC
1428
Legacy Capital Group California
California
$292K
FFA
1429
Fragasso Financial Advisors
Pennsylvania
$291K
MPWT
1430
MassMutual Private Wealth & Trust
Connecticut
$291K
WFA
1431
Wellspring Financial Advisors
Ohio
$291K
SGAM
1432
Smith Group Asset Management
Texas
$288K
TIA
1433
TCFG Investment Advisors
California
$288K
TWM
1434
TCFG Wealth Management
California
$288K
CAU
1435
Caxton Associates (UK)
$287K
FC
1436
Fairscale Capital
New Hampshire
$287K
CAG
1437
Crestwood Advisors Group
Massachusetts
$285K
JF
1438
Jump Financial
Illinois
$284K
AWM
1439
Angeles Wealth Management
California
$283K
E3F
1440
Eight 31 Financial
Texas
$282K
VFG
1441
Victory Financial Group
Texas
$282K
RCA
1442
Resonant Capital Advisors
Wisconsin
$282K
VCM
1443
Versant Capital Management
Arizona
$281K
EWM
1444
Elevatus Welath Management
New York
$281K
NSAM
1445
North Star Asset Management
Wisconsin
$278K
QCG
1446
Quadrant Capital Group
Ohio
$277K
MFA
1447
Mayflower Financial Advisors
Massachusetts
$276K
Financial Engines Advisors
1448
Financial Engines Advisors
California
$276K
BSG
1449
Black Swift Group
Colorado
$276K
CFS
1450
Coordinated Financial Services
Colorado
$276K