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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
KWM
1376
Keebeck Wealth Management
Illinois
$336K
FDS
1377
First Dallas Securities
Texas
$336K
WBG
1378
Wharton Business Group
Pennsylvania
$335K
CCG
1379
Capital CS Group
California
$334K
AI
1380
AdvisorShares Investments
Maryland
$334K
DT
1381
DV Trading
Illinois
$331K
BOH
1382
Bank of Hawaii
Hawaii
$331K
MIM
1383
Moseley Investment Management
Florida
$330K
WWC
1384
Waypoint Wealth Counsel
Georgia
$329K
TYCC
1385
Texas Yale Capital Corp
Florida
$329K
CIA
1386
Capital Investment Advisors
Georgia
$329K
FMN
1387
Financial Management Network
California
$327K
NS
1388
Northland Securities
Minnesota
$326K
ACM
1389
Ashford Capital Management
Delaware
$326K
RAG
1390
RIA Advisory Group
Iowa
$325K
PFGIA
1391
Patriot Financial Group Insurance Agency
Massachusetts
$324K
ECM
1392
Evergreen Capital Management
Washington
$324K
WAS
1393
Westco Advisory Services
New York
$323K
PWP
1394
Perfromance Wealth Partners
Illinois
$323K
GSIAS
1395
Garden State Investment Advisory Services
New Jersey
$321K
VV
1396
Verity & Verity
South Carolina
$321K
CMF
1397
Counterpoint Mutual Funds
California
$318K
VCM
1398
Virtue Capital Management
Tennessee
$318K
VFA
1399
Voya Financial Advisors
Connecticut
$318K
RIG
1400
RiverFront Investment Group
Virginia
$316K