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
PCM
1226
Prelude Capital Management
New York
$493K
SIA
1227
Soltis Investment Advisors
Utah
$492K
GGS
1228
Galvin Gaustad & Stein
Arizona
$490K
FCMA
1229
Foresight Capital Management Advisors
Michigan
$490K
NCM
1230
Narwhal Capital Management
Georgia
$490K
BBA
1231
Baader Bank Aktiengesellschaft
Germany
$490K
GIA
1232
Gladstone Institutional Advisory
Florida
$488K
IWM
1233
IHT Wealth Management
Illinois
$486K
PCS
1234
Personal CFO Solutions
New Jersey
$485K
RFA
1235
Register Financial Advisors
Georgia
$481K
AWMT
1236
AAFMAA Wealth Management & Trust
North Carolina
$480K
SI
1237
Severin Investments
Missouri
$479K
OBWG
1238
Onyx Bridge Wealth Group
New York
$478K
AC
1239
AlphaCore Capital
California
$477K
TAFW
1240
Tred Avon Family Wealth
Maryland
$476K
BT
1241
Banque Transatlantique
France
$475K
ACS
1242
Archford Capital Strategies
Illinois
$473K
VEM
1243
Vann Equity Management
Texas
$468K
AHL
1244
Abel Hall LLC
Louisiana
$467K
AC
1245
ASB Consultores
Florida
$467K
AMPWP
1246
Alvarez & Marsal Private Wealth Partners
Florida
$467K
GFP
1247
Gryphon Financial Partners
Ohio
$466K
AWM
1248
Aprio Wealth Management
Georgia
$465K
ICP
1249
Interchange Capital Partners
Pennsylvania
$464K
TPCW
1250
TD Private Client Wealth
New York
$462K