We are live on ! Find out more

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
BWM
1276
Bosman Wealth Management
California
$432K
CA
1277
Commerzbank Aktiengesellschaft
Germany
$429K
PWG
1278
Portside Wealth Group
Utah
$429K
XF
1279
XML Financial
Maryland
$429K
SS
1280
Sunbelt Securities
Texas
$427K
MIG
1281
McGuire Investment Group
Rhode Island
$423K
WFC
1282
Western Financial Corp
California
$421K
BRPW
1283
Ballast Rock Private Wealth
South Carolina
$420K
GAM
1284
Guinness Asset Management
United Kingdom
$420K
WFI
1285
West Family Investments
California
$418K
KAM
1286
Knightsbridge Asset Management
California
$417K
GWP
1287
Gen-Wealth Partners
Michigan
$416K
PWMAG
1288
Pinnacle Wealth Management Advisory Group
New Jersey
$414K
B
1289
Bellecapital
Switzerland
$413K
ISL
1290
Ingalls & Snyder LLC
New York
$412K
VCP
1291
Verus Capital Partners
Arizona
$411K
SIC
1292
SJS Investment Consulting
Ohio
$410K
TCM
1293
Tran Capital Management
California
$409K
PAG
1294
Poinciana Advisors Group
Florida
$407K
LTAS
1295
Linden Thomas Advisory Services
North Carolina
$406K
EA
1296
Enclave Advisors
Texas
$405K
WMA
1297
Wealth Management Associates
New Jersey
$405K
GWM
1298
Gilpin Wealth Management
Colorado
$400K
CAG
1299
Centerpoint Advisory Group
Kansas
$397K
RBC
1300
Romano Brothers & Co
Illinois
$396K