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 126 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:

3.85% more ownership

Funds ownership: 78.47%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
CCAM
1576
Cascades Capital Asset Management
North Carolina
$152K
WSCM
1577
Wellington Shields Capital Management
New York
$150K
CFB
1578
Cullen/Frost Bankers
Texas
$149K
AIM
1579
Anchor Investment Management
South Carolina
$148K
WWM
1580
Wolff Wiese Magana
California
$146K
OCM
1581
Osterweis Capital Management
California
$145K
KAS
1582
Kemnay Advisory Services
New York
$145K
PFBT
1583
Parkside Financial Bank & Trust
Missouri
$145K
SFG
1584
Strive Financial Group
Indiana
$140K
WB
1585
Webster Bank
Connecticut
$136K
CSP
1586
Cary Street Partners
Virginia
$133K
ANBT
1587
American National Bank & Trust
Texas
$132K
CA
1588
Crewe Advisors
Utah
$132K
CH
1589
Cromwell Holdings
Wyoming
$131K
TFM
1590
TFC Financial Management
Massachusetts
$130K
QL
1591
Quarry LP
New York
$130K
BHWM
1592
Bay Harbor Wealth Management
Maryland
$130K
BIA
1593
Bell Investment Advisors
California
$129K
VR
1594
Vision Retirement
New Jersey
$128K
TWD
1595
True Wealth Design
Ohio
$128K
RA
1596
RiverPark Advisors
New York
$124K
ST
1597
Smithfield Trust
Pennsylvania
$121K
SA
1598
Strategic Advocates
Utah
$116K
BC
1599
Brookfield Corp
Ontario, Canada
$110K
MG
1600
Mather Group
Illinois
$110K