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
BFIM
1101
Beese Fulmer Investment Management
Ohio
$683K
PJWM
1102
Philip James Wealth Mangement
Georgia
$681K
FFS
1103
Founders Financial Securities
Maryland
$680K
BPAMU
1104
BTG Pactual Asset Management US
New York
$676K
NFG
1105
Nations Financial Group
Iowa
$671K
CIM
1106
Cambria Investment Management
California
$669K
MWM
1107
Moran Wealth Management
Florida
$667K
S
1108
Sunpointe
Missouri
$665K
RBFC
1109
Roman Butler Fullerton & Co
Missouri
$665K
ACA
1110
Aptus Capital Advisors
Alabama
$664K
RFG
1111
Range Financial Group
Oregon
$657K
FCT
1112
First Community Trust
Iowa
$653K
SWA
1113
Strategies Wealth Advisors
Michigan
$649K
JCM
1114
J2 Capital Management
Michigan
$649K
SACTSONJ
1115
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$648K
FPGK
1116
Financial Partners Group (Kansas)
Kansas
$648K
BFA
1117
Beacon Financial Advisory
Ohio
$648K
APWM
1118
Argonautica Private Wealth Management
Massachusetts
$648K
GM
1119
GeoWealth Management
Illinois
$648K
TC
1120
TownSquare Capital
Utah
$643K
MCA
1121
Millennium Capital Advisors
Arkansas
$642K
GS
1122
GWN Securities
Florida
$640K
FMI
1123
Frec Markets Inc
California
$639K
PWA
1124
Pitcairn Wealth Advisors
Pennsylvania
$637K
SL
1125
Sentinus LLC
Illinois
$635K