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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
WAM
851
Westport Asset Management
Connecticut
$1.5M
SGCA
852
Steel Grove Capital Advisors
Tennessee
$1.5M
WWM
853
Walser Wealth Management
Florida
$1.5M
WIS
854
Wright Investors Service
Connecticut
$1.5M
BHC
855
Bull Harbor Capital
Maryland
$1.48M
BCM
856
Berbice Capital Management
New York
$1.48M
MBWA
857
Marin Bay Wealth Advisors
California
$1.47M
MA
858
MCF Advisors
Kentucky
$1.47M
AFG
859
Atomi Financial Group
New York
$1.46M
APC
860
Aspire Private Capital
North Carolina
$1.45M
TW
861
Tempo Wealth
Ohio
$1.45M
SLWA
862
San Luis Wealth Advisors
California
$1.45M
EC
863
EdgeRock Capital
Colorado
$1.45M
SYBT
864
Stock Yards Bank & Trust
Kentucky
$1.44M
SAM
865
S.A. Mason
Michigan
$1.43M
SCM
866
Sidoxia Capital Management
California
$1.43M
FTWA
867
Fifth Third Wealth Advisors
Ohio
$1.43M
FAM
868
Formidable Asset Management
Ohio
$1.42M
SCP
869
Silverleafe Capital Partners
Tennessee
$1.41M
PL
870
Plancorp LLC
Missouri
$1.41M
IA
871
Integrity Alliance
Iowa
$1.41M
OWG
872
Oxford Wealth Group
Florida
$1.41M
PWS
873
Precision Wealth Strategies
Missouri
$1.41M
CIAM
874
Caitong International Asset Management
Hong Kong
$1.4M
BRWA
875
B. Riley Wealth Advisors
Florida
$1.39M