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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
AMPWP
1251
Alvarez & Marsal Private Wealth Partners
Florida
$467K
GFP
1252
Gryphon Financial Partners
Ohio
$466K
AWM
1253
Aprio Wealth Management
Georgia
$465K
ICP
1254
Interchange Capital Partners
Pennsylvania
$464K
TPCW
1255
TD Private Client Wealth
New York
$462K
HCM
1256
Hollencrest Capital Management
California
$460K
EWM
1257
Empirical Wealth Management
Washington
$459K
MT
1258
Midwest Trust
Kansas
$458K
BBWP
1259
Beacon Bridge Wealth Partners
Pennsylvania
$455K
IF
1260
Intrua Financial
Texas
$455K
BWP
1261
BSW Wealth Partners
Colorado
$455K
QWP
1262
Quotient Wealth Partners
Texas
$454K
GT
1263
Greenleaf Trust
Michigan
$452K
SWA
1264
Stratos Wealth Advisors
Ohio
$452K
RFA
1265
Rollins Financial Advisors
New York
$451K
MA
1266
Montag & Associates
Georgia
$451K
CPC
1267
Congress Park Capital
New York
$450K
PWPS
1268
Pinnacle Wealth Planning Services
Ohio
$450K
BAM
1269
Blueshift Asset Management
New Jersey
$445K
FCBT
1270
First Citizens Bank & Trust
North Carolina
$444K
CP
1271
CenterBook Partners
Connecticut
$443K
MPG
1272
My Portfolio Guide
California
$443K
PMAM
1273
Picton Mahoney Asset Management
Ontario, Canada
$442K
PWA
1274
Prairie Wealth Advisors
Nebraska
$441K
EFG
1275
Ethos Financial Group
Pennsylvania
$440K