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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
SFA
526
Sequoia Financial Advisors
Ohio
$5.35M
BMSSC
527
B. Metzler seel. Sohn & Co
Germany
$5.33M
MYAM
528
Meiji Yasuda Asset Management
Japan
$5.32M
PWS
529
Peloton Wealth Strategists
Indiana
$5.3M
MOS
530
MGO One Seven
Ohio
$5.3M
BWP
531
Balboa Wealth Partners
Arizona
$5.26M
USCWA
532
U.S. Capital Wealth Advisors
Texas
$5.22M
IWC
533
Integrated Wealth Concepts
Massachusetts
$5.22M
RWM
534
Rockline Wealth Management
New York
$5.2M
PFM
535
Patton Fund Management
Texas
$5.15M
FFN
536
Focus Financial Network
Minnesota
$5.08M
NS
537
NBC Securities
Alabama
$5.08M
LBWM
538
Left Brain Wealth Management
Illinois
$5.06M
IMC Chicago
539
IMC Chicago
Illinois
$5.04M
B
540
Bensler
Washington
$5.03M
LB
541
Legacy Bridge
Iowa
$5M
LFP
542
Leeward Financial Partners
Washington
$4.98M
SSWM
543
Smith Salley Wealth Management
North Carolina
$4.97M
WS
544
Wedbush Securities
California
$4.94M
SPS
545
Susquehanna Portfolio Strategies
Pennsylvania
$4.93M
EFM
546
Eley Financial Management
Vermont
$4.93M
OCBCO
547
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.91M
LSERS
548
Louisiana State Employees Retirement System
Louisiana
$4.89M
SCA
549
Sage Capital Advisors
South Dakota
$4.87M
GGHC
550
Gilder Gagnon Howe & Co
New York
$4.85M