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1,823 hedge funds and large institutions have $78.7B invested in Vertiv in 2026 Q1 according to their latest regulatory filings, with 366 funds opening new positions, 666 increasing their positions, 635 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: 78.53%82.41% (+3.9%)

5% more repeat investments, than reductions

Existing positions increased: 666 | Existing positions reduced: 635

10% less call options, than puts

Call options by funds: $4.39B | Put options by funds: $4.86B

Holders
1,823
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
PFA
1326
Pure Financial Advisors
California
$370K
FFA
1327
Founders Financial Alliance
North Carolina
$370K
EWS
1328
Evergreen Wealth Solutions
Pennsylvania
$369K
WC
1329
Westhampton Capital
North Carolina
$367K
FB
1330
Fulton Bank
Pennsylvania
$367K
WDC
1331
Woodward Diversified Capital
California
$367K
AA
1332
Alta Advisers
United Kingdom
$367K
FFA
1333
Florida Financial Advisors
Florida
$366K
WWM
1334
Western Wealth Management
Colorado
$366K
FWA
1335
FSM Wealth Advisors
Ohio
$366K
SB
1336
Simmons Bank
Arkansas
$365K
IC
1337
Inscription Capital
Texas
$364K
TWPM
1338
Total Wealth Planning & Management
Florida
$364K
CAI
1339
Capital Advisors Inc
Oklahoma
$362K
CGA
1340
Crescent Grove Advisors
Illinois
$360K
JSW
1341
Journey Strategic Wealth
New Jersey
$360K
BIG
1342
Brookwood Investment Group
Arizona
$359K
ME
1343
McIlrath & Eck
Washington
$359K
MCWS
1344
McKinley Carter Wealth Services
West Virginia
$358K
HFP
1345
Holistic Financial Partners
Indiana
$357K
LWMM
1346
Legacy Wealth Management (Mississippi)
Mississippi
$356K
GKWIM
1347
Gerber Kawasaki Wealth & Investment Management
California
$356K
VCA
1348
Verdence Capital Advisors
Maryland
$356K
AAM
1349
Alphadyne Asset Management
New York
$356K
VSQM
1350
V-Square Quantitative Management
Illinois
$354K