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