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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
MC
1551
Machina Capital
France
$211K
OWM
1552
Omnitrust Wealth Management
Florida
$211K
SA
1553
Sonoma Allocations
California
$210K
GAFA
1554
Garton & Associates Financial Advisors
Kentucky
$210K
T
1555
Tidemark
California
$209K
DWP
1556
Destiny Wealth Partners
Florida
$208K
AGDI
1557
Absolute Gestao de Investimentos
Brazil
$208K
MCC
1558
Money Concepts Capital
Florida
$208K
IFWM
1559
Institute for Wealth Management
Colorado
$205K
WT
1560
Washington Trust
Rhode Island
$205K
PT
1561
Plimoth Trust
Massachusetts
$204K
WF
1562
Whelan Financial
California
$204K
BCP
1563
Berkeley Capital Partners
Georgia
$203K
LWM
1564
LJI Wealth Management
Indiana
$203K
QPWM
1565
Quadrant Private Wealth Management
Pennsylvania
$203K
MSR
1566
Main Street Research
Connecticut
$203K
GCA
1567
Genesee Capital Advisors
New York
$201K
CCA
1568
Corps Capital Advisors
Texas
$200K
A
1569
Allianz
Germany
$200K
ADEF
1570
ABS Direct Equity Fund
Connecticut
$199K
SWM
1571
SHP Wealth Management
Massachusetts
$193K
MTI
1572
Merrithew & Thorsten Inc
California
$189K
BONH
1573
Bank of New Hampshire
New Hampshire
$173K
AAG
1574
Armstrong Advisory Group
Massachusetts
$168K
FIM
1575
FWL Investment Management
Texas
$168K