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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
RI
1301
Ruggiero Investments
Florida
$394K
RG
1302
Rathbones Group
United Kingdom
$393K
SWM
1303
SeaCrest Wealth Management
New York
$391K
DWM
1304
Drive Wealth Management
Utah
$391K
NWM
1305
Northwest Wealth Management
Iowa
$390K
CCA
1306
Childress Capital Advisors
Texas
$390K
WQ
1307
Wealth Quarterback
New Jersey
$387K
MWA
1308
Monograph Wealth Advisors
California
$387K
PIA
1309
Perennial Investment Advisors
California
$386K
LNB
1310
Ledyard National Bank
$383K
AIC
1311
Archer Investment Corporation
Indiana
$383K
FAFN
1312
First Affirmative Financial Network
Colorado
$382K
FGA
1313
Fortis Group Advisors
New Jersey
$382K
NP
1314
NorthRock Partners
Minnesota
$380K
BW
1315
BIP Wealth
Georgia
$380K
TIAA Trust, National Association
1316
TIAA Trust, National Association
North Carolina
$380K
EAM
1317
Empirical Asset Management
Massachusetts
$379K
BA
1318
Bridgewater Advisors
New York
$377K
YWS
1319
Yarger Wealth Strategies
Ohio
$376K
CCG
1320
Ceeto Capital Group
Florida
$376K
PUI
1321
Purpose Unlimited Inc
$376K
EC
1322
EntryPoint Capital
New York
$375K
CIA
1323
Choate Investment Advisors
Massachusetts
$371K
PFA
1324
Pure Financial Advisors
California
$370K
FFA
1325
Founders Financial Alliance
North Carolina
$370K