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
MIG
1276
McGuire Investment Group
Rhode Island
$423K
WFC
1277
Western Financial Corp
California
$421K
BRPW
1278
Ballast Rock Private Wealth
South Carolina
$420K
GAM
1279
Guinness Asset Management
United Kingdom
$420K
WFI
1280
West Family Investments
California
$418K
KAM
1281
Knightsbridge Asset Management
California
$417K
GWP
1282
Gen-Wealth Partners
Michigan
$416K
PWMAG
1283
Pinnacle Wealth Management Advisory Group
New Jersey
$414K
B
1284
Bellecapital
Switzerland
$413K
ISL
1285
Ingalls & Snyder LLC
New York
$412K
VCP
1286
Verus Capital Partners
Arizona
$411K
SIC
1287
SJS Investment Consulting
Ohio
$410K
TCM
1288
Tran Capital Management
California
$409K
PAG
1289
Poinciana Advisors Group
Florida
$407K
LTAS
1290
Linden Thomas Advisory Services
North Carolina
$406K
EA
1291
Enclave Advisors
Texas
$405K
WMA
1292
Wealth Management Associates
New Jersey
$405K
GWM
1293
Gilpin Wealth Management
Colorado
$400K
CAG
1294
Centerpoint Advisory Group
Kansas
$397K
RBC
1295
Romano Brothers & Co
Illinois
$396K
RI
1296
Ruggiero Investments
Florida
$394K
RG
1297
Rathbones Group
United Kingdom
$393K
SWM
1298
SeaCrest Wealth Management
New York
$391K
DWM
1299
Drive Wealth Management
Utah
$391K
NWM
1300
Northwest Wealth Management
Iowa
$390K