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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
LCGC
1426
Legacy Capital Group California
California
$292K
FFA
1427
Fragasso Financial Advisors
Pennsylvania
$291K
MPWT
1428
MassMutual Private Wealth & Trust
Connecticut
$291K
WFA
1429
Wellspring Financial Advisors
Ohio
$291K
SGAM
1430
Smith Group Asset Management
Texas
$288K
TIA
1431
TCFG Investment Advisors
California
$288K
TWM
1432
TCFG Wealth Management
California
$288K
CAU
1433
Caxton Associates (UK)
$287K
FC
1434
Fairscale Capital
New Hampshire
$287K
CAG
1435
Crestwood Advisors Group
Massachusetts
$285K
JF
1436
Jump Financial
Illinois
$284K
AWM
1437
Angeles Wealth Management
California
$283K
E3F
1438
Eight 31 Financial
Texas
$282K
VFG
1439
Victory Financial Group
Texas
$282K
RCA
1440
Resonant Capital Advisors
Wisconsin
$282K
VCM
1441
Versant Capital Management
Arizona
$281K
EWM
1442
Elevatus Welath Management
New York
$281K
NSAM
1443
North Star Asset Management
Wisconsin
$278K
QCG
1444
Quadrant Capital Group
Ohio
$277K
MFA
1445
Mayflower Financial Advisors
Massachusetts
$276K
Financial Engines Advisors
1446
Financial Engines Advisors
California
$276K
BSG
1447
Black Swift Group
Colorado
$276K
CFS
1448
Coordinated Financial Services
Colorado
$276K
HCM
1449
Hengehold Capital Management
Ohio
$275K
PFWA
1450
Paces Ferry Wealth Advisors
Georgia
$274K