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
AAM
1001
Aureus Asset Management
Massachusetts
$920K
LWM
1002
LightSquare Wealth Management
Michigan
$920K
KWM
1003
Kingsman Wealth Management
Florida
$917K
GWMR
1004
GC Wealth Management RIA
Massachusetts
$914K
PTC
1005
Private Trust Company
Ohio
$914K
BHIA
1006
Birch Hill Investment Advisors
Massachusetts
$908K
NWMG
1007
National Wealth Management Group
Ohio
$905K
AC
1008
AXQ Capital
New Jersey
$905K
CI
1009
Cigna Investments
Connecticut
$902K
AIM
1010
Advyzon Investment Management
Illinois
$898K
AF
1011
Advisornet Financial
Minnesota
$895K
GT
1012
Glenmede Trust
Pennsylvania
$890K
VAS
1013
Vestmark Advisory Solutions
Massachusetts
$889K
RS
1014
Rakuten Securities
Japan
$888K
AWM
1015
Accurate Wealth Management
Florida
$887K
MGIA
1016
Moneta Group Investment Advisors
Missouri
$880K
MWM
1017
Mindset Wealth Management
Indiana
$879K
HFAS
1018
Hummer Financial Advisory Services
Illinois
$877K
IWA
1019
Icon Wealth Advisors
Texas
$874K
AWA
1020
Acumen Wealth Advisors
Tennessee
$871K
BP
1021
Ballentine Partners
Massachusetts
$865K
DCU
1022
Dara Capital US
Florida
$862K
AIP
1023
Ameritas Investment Partners
Nebraska
$860K
FA
1024
Fedenia Advisers
Wisconsin
$854K
ACM
1025
Advisors Capital Management
New Jersey
$853K