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
FSA
1026
Fort Sheridan Advisors
Illinois
$851K
AO
1027
Advisor OS
Illinois
$850K
BFP
1028
Beacon Financial Planning
Massachusetts
$846K
WMA
1029
West Michigan Advisors
Michigan
$845K
CIM
1030
Caldwell Investment Management
Ontario, Canada
$844K
CCFM
1031
Clear Creek Financial Management
Washington
$839K
CWM
1032
Concentrum Wealth Management
California
$837K
SCM
1033
SCS Capital Management
Massachusetts
$834K
RIP
1034
Reliant Investment Partners
North Carolina
$834K
BBHC
1035
Brown Brothers Harriman & Co
New York
$827K
1W
1036
1776 Wealth
Georgia
$823K
CT
1037
Chicago Trust
Illinois
$819K
GAM
1038
Grandview Asset Management
Pennsylvania
$818K
LCS
1039
Levin Capital Strategies
New York
$813K
AAB
1040
ABN AMRO Bank
Netherlands
$809K
CTC
1041
Central Trust Company
Missouri
$809K
BFO
1042
Biltmore Family Office
North Carolina
$805K
ETC
1043
Exchange Traded Concepts
Oklahoma
$802K
SFS
1044
Sowell Financial Services
Arkansas
$802K
RFN
1045
Redwood Financial Network
Ohio
$801K
JCM
1046
Jacobi Capital Management
Pennsylvania
$800K
LWM
1047
Liberty Wealth Management
California
$800K
SOW
1048
State of Wyoming
Wyoming
$800K
TAM
1049
Titleist Asset Management
Texas
$796K
AWA
1050
Aaron Wealth Advisors
Illinois
$791K