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
CCA
1301
Childress Capital Advisors
Texas
$390K
WQ
1302
Wealth Quarterback
New Jersey
$387K
MWA
1303
Monograph Wealth Advisors
California
$387K
PIA
1304
Perennial Investment Advisors
California
$386K
LNB
1305
Ledyard National Bank
$383K
AIC
1306
Archer Investment Corporation
Indiana
$383K
FAFN
1307
First Affirmative Financial Network
Colorado
$382K
FGA
1308
Fortis Group Advisors
New Jersey
$382K
NP
1309
NorthRock Partners
Minnesota
$380K
BW
1310
BIP Wealth
Georgia
$380K
TIAA Trust, National Association
1311
TIAA Trust, National Association
North Carolina
$380K
EAM
1312
Empirical Asset Management
Massachusetts
$379K
BA
1313
Bridgewater Advisors
New York
$377K
YWS
1314
Yarger Wealth Strategies
Ohio
$376K
CCG
1315
Ceeto Capital Group
Florida
$376K
PUI
1316
Purpose Unlimited Inc
$376K
EC
1317
EntryPoint Capital
New York
$375K
CIA
1318
Choate Investment Advisors
Massachusetts
$371K
PFA
1319
Pure Financial Advisors
California
$370K
FFA
1320
Founders Financial Alliance
North Carolina
$370K
EWS
1321
Evergreen Wealth Solutions
Pennsylvania
$369K
WC
1322
Westhampton Capital
North Carolina
$367K
FB
1323
Fulton Bank
Pennsylvania
$367K
WDC
1324
Woodward Diversified Capital
California
$367K
AA
1325
Alta Advisers
United Kingdom
$367K