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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
BAM
1676
BOCHK Asset Management
Hong Kong
$37.6K
SGFG
1677
Silver Grove Financial Group
New York
$37.6K
RTL
1678
Red Tortoise LLC
Georgia
$36.8K
ECA
1679
Elevated Capital Advisors
Utah
$36.6K
WG
1680
Wellington Group
Indiana
$36.6K
MCM
1681
MV Capital Management
Maryland
$36.3K
TCM
1682
TD Capital Management
Tennessee
$36.3K
IRC
1683
Investors Research Corp
Georgia
$36.3K
AFG
1684
Albion Financial Group
Utah
$36.1K
LAM
1685
Lummis Asset Management
Texas
$35.6K
MHR
1686
Matthew Hamilton Rosenberg
$35.6K
FCAS
1687
First Command Advisory Services
Texas
$35.3K
SIC
1688
Salem Investment Counselors
North Carolina
$34.6K
OCM
1689
Orion Capital Management
California
$33.8K
RFS
1690
Richardson Financial Services
Massachusetts
$33.3K
FC
1691
Financial Consulate
Maryland
$31.6K
S
1692
Sachetta
Massachusetts
$30.8K
TC
1693
Truvestments Capital
Florida
$30.8K
MAM
1694
Meeder Asset Management
Ohio
$30.3K
AW
1695
Avion Wealth
Texas
$30K
NWM
1696
Nova Wealth Management
Florida
$29.3K
SR
1697
Swiss Re
Switzerland
$29.1K
HWM
1698
HighMark Wealth Management
Minnesota
$28.8K
M
1699
MOTCO
Texas
$28.6K
HWA
1700
Heritage Wealth Advisors
Virginia
$27.3K