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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
DAS
1001
Daybright Advisory Services
Florida
$928K
SMC
1002
Smith, Moore & Co
Missouri
$925K
MWM
1003
Mosley Wealth Management
California
$924K
AP
1004
Americana Partners
Texas
$921K
AAM
1005
Aureus Asset Management
Massachusetts
$920K
LWM
1006
LightSquare Wealth Management
Michigan
$920K
KWM
1007
Kingsman Wealth Management
Florida
$917K
GWMR
1008
GC Wealth Management RIA
Massachusetts
$914K
PTC
1009
Private Trust Company
Ohio
$914K
BHIA
1010
Birch Hill Investment Advisors
Massachusetts
$908K
NWMG
1011
National Wealth Management Group
Ohio
$905K
AC
1012
AXQ Capital
New Jersey
$905K
CI
1013
Cigna Investments
Connecticut
$902K
AIM
1014
Advyzon Investment Management
Illinois
$898K
AF
1015
Advisornet Financial
Minnesota
$895K
GT
1016
Glenmede Trust
Pennsylvania
$890K
VAS
1017
Vestmark Advisory Solutions
Massachusetts
$889K
RS
1018
Rakuten Securities
Japan
$888K
AWM
1019
Accurate Wealth Management
Florida
$887K
MGIA
1020
Moneta Group Investment Advisors
Missouri
$880K
MWM
1021
Mindset Wealth Management
Indiana
$879K
HFAS
1022
Hummer Financial Advisory Services
Illinois
$877K
IWA
1023
Icon Wealth Advisors
Texas
$874K
AWA
1024
Acumen Wealth Advisors
Tennessee
$871K
BP
1025
Ballentine Partners
Massachusetts
$865K