1,813 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 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:

3.84% more ownership

Funds ownership: 78.51%82.35% (+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
1,813
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
GI
951
GLOBALT Investments
Georgia
$1.06M
ATC
952
Argent Trust Co
Tennessee
$1.06M
IA
953
Inspire Advisors
Idaho
$1.06M
HI
954
Harbour Investments
Wisconsin
$1.06M
GWM
955
Greenline Wealth Management
Florida
$1.05M
AA
956
Armis Advisers
Georgia
$1.05M
PWMG
957
Prestige Wealth Management Group
New Jersey
$1.05M
BWM
958
Bluebird Wealth Management
Massachusetts
$1.04M
WI
959
WBI Investments
New Jersey
$1.04M
TFA
960
Trinity Financial Advisors
Ohio
$1.03M
BIM
961
Bridges Investment Management
Nebraska
$1.03M
GAA
962
Global Assets Advisory
Florida
$1.03M
EPA
963
Element Pointe Advisors
Florida
$1.03M
BFIC
964
Bedell Frazier Investment Counselling
California
$1.03M
UAS
965
United Asset Strategies
New York
$1.01M
AGWCA
966
Annis Gardner Whiting Capital Advisors
Florida
$1.01M
VanEck Associates
967
VanEck Associates
New York
$996K
WIA
968
Wealthedge Investment Advisors
New York
$992K
AWA
969
Alta Wealth Advisors
Massachusetts
$990K
CAM
970
CenterStar Asset Management
Illinois
$989K
MWM
971
Maridea Wealth Management
New York
$988K
WCM
972
WealthBridge Capital Management
Ohio
$985K
SFC
973
Swisher Financial Concepts
Ohio
$983K
FFA
974
Fi3 Financial Advisors
Indiana
$980K
PP
975
PDS Planning
Ohio
$975K