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
HCM
1251
Hollencrest Capital Management
California
$460K
EWM
1252
Empirical Wealth Management
Washington
$459K
MT
1253
Midwest Trust
Kansas
$458K
BBWP
1254
Beacon Bridge Wealth Partners
Pennsylvania
$455K
IF
1255
Intrua Financial
Texas
$455K
BWP
1256
BSW Wealth Partners
Colorado
$455K
QWP
1257
Quotient Wealth Partners
Texas
$454K
GT
1258
Greenleaf Trust
Michigan
$452K
SWA
1259
Stratos Wealth Advisors
Ohio
$452K
RFA
1260
Rollins Financial Advisors
New York
$451K
MA
1261
Montag & Associates
Georgia
$451K
CPC
1262
Congress Park Capital
New York
$450K
PWPS
1263
Pinnacle Wealth Planning Services
Ohio
$450K
BAM
1264
Blueshift Asset Management
New Jersey
$445K
FCBT
1265
First Citizens Bank & Trust
North Carolina
$444K
CP
1266
CenterBook Partners
Connecticut
$443K
MPG
1267
My Portfolio Guide
California
$443K
PMAM
1268
Picton Mahoney Asset Management
Ontario, Canada
$442K
PWA
1269
Prairie Wealth Advisors
Nebraska
$441K
EFG
1270
Ethos Financial Group
Pennsylvania
$440K
BWM
1271
Bosman Wealth Management
California
$432K
CA
1272
Commerzbank Aktiengesellschaft
Germany
$429K
PWG
1273
Portside Wealth Group
Utah
$429K
XF
1274
XML Financial
Maryland
$429K
SS
1275
Sunbelt Securities
Texas
$427K