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
CFSG
1176
Clark Financial Services Group
Missouri
$554K
SFC
1177
SYM Financial Corp
Indiana
$554K
NA
1178
Nautilus Advisors
California
$551K
GWM
1179
Geneos Wealth Management
Colorado
$547K
Bessemer Group
1180
Bessemer Group
New Jersey
$545K
AFC
1181
Avise Financial Cooperative
California
$545K
AA
1182
Aire Advisors
California
$544K
QFW
1183
QTR Family Wealth
Florida
$543K
HIS
1184
Horizon Investment Services
Indiana
$543K
BW
1185
Balance Wealth
Ohio
$539K
RWB
1186
RMR Wealth Builders
New Jersey
$538K
LWM
1187
LeConte Wealth Management
Tennessee
$533K
MWM
1188
Modera Wealth Management
New Jersey
$533K
RCAG
1189
Rehmann Capital Advisory Group
Michigan
$532K
AAS
1190
Ameritas Advisory Services
Nebraska
$531K
CWP
1191
Cyndeo Wealth Partners
Florida
$530K
O
1192
Ossiam
France
$529K
RFW
1193
Redwood Family Wealth
Texas
$528K
SC
1194
Shay Capital
New York
$526K
NFSG
1195
Newbridge Financial Services Group
Florida
$526K
CIC
1196
Chilton Investment Company
Connecticut
$525K
GF
1197
GGM Financials
Ohio
$524K
FA
1198
FDx Advisors
Illinois
$524K
BIM
1199
Barton Investment Management
Pennsylvania
$522K
GWP
1200
Gateway Wealth Partners
Wisconsin
$519K