1,813 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 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:

3.84% more ownership

Funds ownership: 78.51%82.35% (+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
1,813
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
LG
1776
LAM Group
Oregon
$2.51K
MPW
1777
MASECO Private Wealth
$2.5K
CW
1778
Curio Wealth
Maryland
$2.26K
SC
1779
Swan Capital
Florida
$2.26K
W
1780
WealthCollab
Washington
$2.26K
PIS
1781
POM Investment Strategies
North Carolina
$2K
RG
1782
RHL Group
Michigan
$2K
CT
1783
Colonial Trust
South Carolina
$2K
OAJ
1784
Ogorek Anthony Joseph
New York
$2K
IPS
1785
Investors Portfolio Services
Washington
$1.75K
RIAS
1786
Rachor Investment Advisory Services
Michigan
$1.75K
BTD
1787
BankPlus Trust Department
Mississippi
$1.75K
CJ
1788
Caitlin John
Michigan
$1.75K
JFA
1789
JNBA Financial Advisors
Minnesota
$1.5K
AP
1790
Atwood & Palmer
Missouri
$1.5K
DFC
1791
DB Fitzpatrick & Co
Idaho
$1.5K
SIM
1792
Synergy Investment Management
Florida
$1.5K
KTC
1793
Kentucky Trust Company
Kentucky
$1.5K
TWM
1794
TopTier Wealth Management
Wisconsin
$1.5K
BL
1795
BFSG LLC
California
$1.25K
APW
1796
Atlantic Private Wealth
North Carolina
$1.25K
DCM
1797
Davis Capital Management
Florida
$1.25K
SA
1798
Seneschal Advisors
Washington
$1K
CWM
1799
Cranbrook Wealth Management
Michigan
$1K
NWS
1800
Nvest Wealth Strategies
Ohio
$1K