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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
SEP
1576
Signature Equity Partners
Ohio
$166K
BC
1577
Bayforest Capital
United Kingdom
$166K
APW
1578
Aventura Private Wealth
Florida
$166K
BFPW
1579
BOK Financial Private Wealth
Colorado
$163K
FMII
1580
Farmers & Merchants Investments Inc
Nebraska
$158K
SGK
1581
Steigerwald Gordon & Koch
Virginia
$154K
WSFS
1582
Wilmington Savings Fund Society
Delaware
$153K
CCAM
1583
Cascades Capital Asset Management
North Carolina
$152K
WSCM
1584
Wellington Shields Capital Management
New York
$150K
CFB
1585
Cullen/Frost Bankers
Texas
$149K
AIM
1586
Anchor Investment Management
South Carolina
$148K
WWM
1587
Wolff Wiese Magana
California
$146K
OCM
1588
Osterweis Capital Management
California
$145K
KAS
1589
Kemnay Advisory Services
New York
$145K
PFBT
1590
Parkside Financial Bank & Trust
Missouri
$145K
SFG
1591
Strive Financial Group
Indiana
$140K
WB
1592
Webster Bank
Connecticut
$136K
CSP
1593
Cary Street Partners
Virginia
$133K
ANBT
1594
American National Bank & Trust
Texas
$132K
CA
1595
Crewe Advisors
Utah
$132K
CH
1596
Cromwell Holdings
Wyoming
$131K
TFM
1597
TFC Financial Management
Massachusetts
$130K
QL
1598
Quarry LP
New York
$130K
BHWM
1599
Bay Harbor Wealth Management
Maryland
$130K
BIA
1600
Bell Investment Advisors
California
$129K