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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
AAG
1576
Armstrong Advisory Group
Massachusetts
$168K
FIM
1577
FWL Investment Management
Texas
$168K
SEP
1578
Signature Equity Partners
Ohio
$166K
BC
1579
Bayforest Capital
United Kingdom
$166K
APW
1580
Aventura Private Wealth
Florida
$166K
BFPW
1581
BOK Financial Private Wealth
Colorado
$163K
FMII
1582
Farmers & Merchants Investments Inc
Nebraska
$158K
SGK
1583
Steigerwald Gordon & Koch
Virginia
$154K
WSFS
1584
Wilmington Savings Fund Society
Delaware
$153K
CCAM
1585
Cascades Capital Asset Management
North Carolina
$152K
WSCM
1586
Wellington Shields Capital Management
New York
$150K
CFB
1587
Cullen/Frost Bankers
Texas
$149K
AIM
1588
Anchor Investment Management
South Carolina
$148K
WWM
1589
Wolff Wiese Magana
California
$146K
OCM
1590
Osterweis Capital Management
California
$145K
KAS
1591
Kemnay Advisory Services
New York
$145K
PFBT
1592
Parkside Financial Bank & Trust
Missouri
$145K
SFG
1593
Strive Financial Group
Indiana
$140K
WB
1594
Webster Bank
Connecticut
$136K
CSP
1595
Cary Street Partners
Virginia
$133K
ANBT
1596
American National Bank & Trust
Texas
$132K
CA
1597
Crewe Advisors
Utah
$132K
CH
1598
Cromwell Holdings
Wyoming
$131K
TFM
1599
TFC Financial Management
Massachusetts
$130K
QL
1600
Quarry LP
New York
$130K