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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
SSG
1726
Summit Securities Group
New York
$15.8K
MAFA
1727
MJT & Associates Financial Advisory
Minnesota
$14K
SC
1728
SouthState Corp
Florida
$14K
MNA
1729
Manning & Napier Advisors
New York
$13.6K
VWA
1730
Valued Wealth Advisors
Utah
$13.3K
Kayne Anderson Rudnick Investment Management
1731
Kayne Anderson Rudnick Investment Management
California
$13.2K
KSB
1732
Kennebec Savings Bank
Maine
$13K
AWM
1733
Abound Wealth Management
Tennessee
$13K
CI
1734
CX Institutional
Indiana
$13K
CT
1735
Clearstead Trust
Maine
$12.8K
AFC
1736
Ares Financial Consulting
California
$12.7K
AEPWM
1737
Atlantic Edge Private Wealth Management
Florida
$12.5K
DIP
1738
DT Investment Partners
Pennsylvania
$12.5K
EF
1739
Entrust Financial
Pennsylvania
$12.5K
FFA
1740
Frazier Financial Advisors
Ohio
$12.5K
WSFG
1741
Wall Street Financial Group
Illinois
$12.5K
MAM
1742
Marquette Asset Management
Minnesota
$12.3K
MCA
1743
McGuire Capital Advisors
Oklahoma
$12.3K
EFMH
1744
E Fund Management (HK)
Hong Kong
$12K
Q1WB
1745
Quest 10 Wealth Builders
Virginia
$11.8K
CFP
1746
Comprehensive Financial Planning
Pennsylvania
$11.5K
AG
1747
AmeriFlex Group
Nevada
$11.5K
SHIM
1748
Stone House Investment Management
Pennsylvania
$11K
HFS
1749
Hughes Financial Services
Virginia
$10.5K
HNW
1750
High Note Wealth
Minnesota
$10.5K