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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
GF
726
Gabelli Funds
New York
$2.38M
SWM
727
StoneCrest Wealth Management
Arizona
$2.38M
PNFS
728
PW Nova Financial Services
Pennsylvania
$2.37M
PF
729
Phoenix Financial
Israel
$2.36M
GC
730
Guggenheim Capital
Illinois
$2.35M
SVWAG
731
Sound View Wealth Advisors Group
Georgia
$2.35M
FFM
732
Fisher Funds Management
New Zealand
$2.33M
CUAMC
733
China Universal Asset Management Company
China
$2.32M
KWA
734
Kingswood Wealth Advisors
California
$2.31M
IAA
735
Independent Advisor Alliance
North Carolina
$2.31M
AA
736
Altrafin AG
$2.31M
Envestnet Portfolio Solutions
737
Envestnet Portfolio Solutions
Illinois
$2.27M
KIG
738
Kennedy Investment Group
New Jersey
$2.26M
VWM
739
Valley Wealth Managers
New Jersey
$2.25M
EWA
740
EP Wealth Advisors
California
$2.24M
NWWA
741
New Wave Wealth Advisors
Arkansas
$2.23M
HIA
742
Harbor Investment Advisory
Maryland
$2.23M
TF
743
Trek Financial
Arizona
$2.22M
HG
744
Herbst Group
Connecticut
$2.21M
RMC
745
Ring Mountain Capital
California
$2.2M
PVI
746
Pine Valley Investments
New Jersey
$2.19M
JSSH
747
J. Safra Sarasin Holding
$2.19M
S
748
SignatureFD
Georgia
$2.19M
WCA
749
Westover Capital Advisors
Delaware
$2.18M
GDCM
750
Galaxy Digital Capital Management
New York
$2.16M