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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
WCM
976
WealthBridge Capital Management
Ohio
$985K
SFC
977
Swisher Financial Concepts
Ohio
$983K
FFA
978
Fi3 Financial Advisors
Indiana
$980K
PP
979
PDS Planning
Ohio
$975K
RL
980
Retireful LLC
Michigan
$972K
CA
981
Calton & Associates
Florida
$967K
MAC
982
Mason & Associates (California)
California
$966K
WCM
983
Washington Capital Management
Washington
$965K
SAM
984
Seelaus Asset Management
New Jersey
$965K
PA
985
Profund Advisors
Maryland
$962K
TA
986
Tactive Advisors
Florida
$960K
BW
987
BostonPremier Wealth
Massachusetts
$959K
PRS
988
Pinkerton Retirement Specialists
Idaho
$957K
EWA
989
Exencial Wealth Advisors
Oklahoma
$954K
SFFS
990
Stonehage Fleming Financial Services
Jersey
$947K
HSA
991
HBK Sorce Advisory
Pennsylvania
$945K
PFU
992
Parus Finance (UK)
United Kingdom
$945K
HA
993
Herold Advisors
New York
$944K
HFS
994
Hantz Financial Services
Michigan
$937K
MCM
995
Magnolia Capital Management
New York
$937K
DS
996
DRW Securities
Illinois
$934K
TRCT
997
Tower Research Capital (TRC)
New York
$934K
MAM
998
MWA Asset Management
Massachusetts
$932K
LIM
999
Leavell Investment Management
Alabama
$932K
AU
1000
Algebris (UK)
United Kingdom
$930K