1,812 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: 78.48%82.32% (+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
1,812
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
SGAM
1426
Smith Group Asset Management
Texas
$288K
CAU
1427
Caxton Associates (UK)
$287K
FC
1428
Fairscale Capital
New Hampshire
$287K
CAG
1429
Crestwood Advisors Group
Massachusetts
$285K
JF
1430
Jump Financial
Illinois
$284K
AWM
1431
Angeles Wealth Management
California
$283K
E3F
1432
Eight 31 Financial
Texas
$282K
VFG
1433
Victory Financial Group
Texas
$282K
RCA
1434
Resonant Capital Advisors
Wisconsin
$282K
VCM
1435
Versant Capital Management
Arizona
$281K
EWM
1436
Elevatus Welath Management
New York
$281K
NSAM
1437
North Star Asset Management
Wisconsin
$278K
QCG
1438
Quadrant Capital Group
Ohio
$277K
MFA
1439
Mayflower Financial Advisors
Massachusetts
$276K
Financial Engines Advisors
1440
Financial Engines Advisors
California
$276K
BSG
1441
Black Swift Group
Colorado
$276K
CFS
1442
Coordinated Financial Services
Colorado
$276K
HCM
1443
Hengehold Capital Management
Ohio
$275K
PFWA
1444
Paces Ferry Wealth Advisors
Georgia
$274K
RFP
1445
Root Financial Partners
California
$274K
BHPW
1446
Beverly Hills Private Wealth
California
$272K
CCS
1447
Concentric Capital Strategies
Connecticut
$271K
GAM
1448
Groupama Asset Management
France
$271K
OL
1449
OneFund LLC
Florida
$270K
MAWA
1450
Moss Adams Wealth Advisors
Washington
$270K