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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
OFG
1176
Oxford Financial Group
Indiana
$559K
FM
1177
Family Management
New York
$557K
AFGAS
1178
Allegiance Financial Group Advisory Services
Virginia
$557K
GJIA
1179
Glass Jacobson Investment Advisors
Maryland
$556K
BF
1180
bLong Financial
Tennessee
$556K
CFSG
1181
Clark Financial Services Group
Missouri
$554K
SFC
1182
SYM Financial Corp
Indiana
$554K
NA
1183
Nautilus Advisors
California
$551K
GWM
1184
Geneos Wealth Management
Colorado
$547K
Bessemer Group
1185
Bessemer Group
New Jersey
$545K
AFC
1186
Avise Financial Cooperative
California
$545K
AA
1187
Aire Advisors
California
$544K
QFW
1188
QTR Family Wealth
Florida
$543K
HIS
1189
Horizon Investment Services
Indiana
$543K
BW
1190
Balance Wealth
Ohio
$539K
RWB
1191
RMR Wealth Builders
New Jersey
$538K
LWM
1192
LeConte Wealth Management
Tennessee
$533K
MWM
1193
Modera Wealth Management
New Jersey
$533K
RCAG
1194
Rehmann Capital Advisory Group
Michigan
$532K
AAS
1195
Ameritas Advisory Services
Nebraska
$531K
CWP
1196
Cyndeo Wealth Partners
Florida
$530K
O
1197
Ossiam
France
$529K
RFW
1198
Redwood Family Wealth
Texas
$528K
SC
1199
Shay Capital
New York
$526K
NFSG
1200
Newbridge Financial Services Group
Florida
$526K