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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
SIM
1801
Synergy Investment Management
Florida
$1.5K
TWM
1802
TopTier Wealth Management
Wisconsin
$1.5K
APW
1803
Atlantic Private Wealth
North Carolina
$1.25K
BL
1804
BFSG LLC
California
$1.25K
DCM
1805
Davis Capital Management
Florida
$1.25K
CCC
1806
Chelsea Counsel Company
California
$1K
CWM
1807
Cranbrook Wealth Management
Michigan
$1K
SA
1808
Seneschal Advisors
Washington
$1K
NWS
1809
Nvest Wealth Strategies
Ohio
$1K
ACM
1810
Anfield Capital Management
California
$1K
TC
1811
Trust Company
Kansas
$1K
MWM
1812
Mascoma Wealth Management
New Hampshire
$1K
CMP
1813
Coston McIsaac & Partners
Maine
$1K
BDPWM
1814
Barnes Dennig Private Wealth Management
Ohio
$752
FNWA
1815
Financial Network Wealth Advisors
Utah
$752
IWM
1816
IMG Wealth Management
Florida
$752
PEAK6
1817
PEAK6
Illinois
$508
FPF
1818
First Pacific Financial
Washington
$502
RJA
1819
Ross\Johnson & Associates
Minnesota
$251
AA
1820
Addison Advisors
Vermont
$251
YP
1821
YANKCOM Partnership
South Dakota
$251
AS
1822
Altshuler Shaham
Israel
$45
Norges Bank
1823
Norges Bank
Norway
Qube Research & Technologies (QRT)
1824
Qube Research & Technologies (QRT)
United Kingdom
HF
1825
HRT Financial
New York