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
FFA
1326
Florida Financial Advisors
Florida
$366K
WWM
1327
Western Wealth Management
Colorado
$366K
FWA
1328
FSM Wealth Advisors
Ohio
$366K
SB
1329
Simmons Bank
Arkansas
$365K
IC
1330
Inscription Capital
Texas
$364K
TWPM
1331
Total Wealth Planning & Management
Florida
$364K
CAI
1332
Capital Advisors Inc
Oklahoma
$362K
CGA
1333
Crescent Grove Advisors
Illinois
$360K
JSW
1334
Journey Strategic Wealth
New Jersey
$360K
BIG
1335
Brookwood Investment Group
Arizona
$359K
ME
1336
McIlrath & Eck
Washington
$359K
MCWS
1337
McKinley Carter Wealth Services
West Virginia
$358K
HFP
1338
Holistic Financial Partners
Indiana
$357K
LWMM
1339
Legacy Wealth Management (Mississippi)
Mississippi
$356K
GKWIM
1340
Gerber Kawasaki Wealth & Investment Management
California
$356K
VCA
1341
Verdence Capital Advisors
Maryland
$356K
AAM
1342
Alphadyne Asset Management
New York
$356K
VSQM
1343
V-Square Quantitative Management
Illinois
$354K
IP
1344
Ignite Planners
California
$353K
EFMC
1345
Empire Financial Management Company
New York
$353K
HCP
1346
Hexagon Capital Partners
Arkansas
$352K
G
1347
GenTrust
Florida
$351K
PWM
1348
Prentice Wealth Management
New York
$351K
ML
1349
McAdam LLC
Pennsylvania
$350K
MNBTD
1350
Moody National Bank Trust Division
Texas
$350K