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
MHR
1676
Matthew Hamilton Rosenberg
$35.6K
LAM
1677
Lummis Asset Management
Texas
$35.6K
FCAS
1678
First Command Advisory Services
Texas
$35.3K
SIC
1679
Salem Investment Counselors
North Carolina
$34.6K
OCM
1680
Orion Capital Management
California
$33.8K
RFS
1681
Richardson Financial Services
Massachusetts
$33.3K
FC
1682
Financial Consulate
Maryland
$31.6K
S
1683
Sachetta
Massachusetts
$30.8K
TC
1684
Truvestments Capital
Florida
$30.8K
MAM
1685
Meeder Asset Management
Ohio
$30.3K
AW
1686
Avion Wealth
Texas
$30K
NWM
1687
Nova Wealth Management
Florida
$29.3K
SR
1688
Swiss Re
Switzerland
$29.1K
HWM
1689
HighMark Wealth Management
Minnesota
$28.8K
M
1690
MOTCO
Texas
$28.6K
HWA
1691
Heritage Wealth Advisors
Virginia
$27.3K
VNA
1692
Valley National Advisers
Pennsylvania
$27K
GK
1693
Graney & King
New York
$26.8K
TSMHT
1694
Thurston Springer Miller Herd & Titak
Indiana
$25.8K
VWM
1695
Vermillion Wealth Management
Minnesota
$25.3K
MWA
1696
Miller Wealth Advisors
Colorado
$25.1K
SRCM
1697
Signature Resources Capital Management
California
$25.1K
CT
1698
Caldwell Trust
Florida
$25.1K
JWM
1699
JPL Wealth Management
Colorado
$23.6K
CBT
1700
Crews Bank & Trust
Florida
$22.3K