1,812 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: 78.48%82.32% (+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
1,812
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
FLFS
1451
Family Legacy Financial Solutions
North Carolina
$270K
NI
1452
Natural Investments
California
$269K
IGGA
1453
Iron Gate Global Advisors
Utah
$269K
AWE
1454
Avidian Wealth Enterprises
Texas
$268K
IIL
1455
Income Insurance Ltd
$265K
HWMO
1456
Heritage Wealth Management (Ohio)
Ohio
$265K
SMG
1457
Smart Money Group
Texas
$264K
CAL
1458
Capital Advisors Ltd
Ohio
$263K
GKIM
1459
GW&K Investment Management
Massachusetts
$262K
DE
1460
Diversified Enterprises
Delaware
$262K
BMWS
1461
Brady Martz Wealth Solutions
North Dakota
$261K
FSA
1462
Financial Security Advisor
Virginia
$261K
ZBNA
1463
Zions Bancorporation, National Association
Utah
$261K
WCP
1464
Wealthcare Capital Partners
Pennsylvania
$258K
IWN
1465
Independent Wealth Network
Iowa
$258K
VFA
1466
Values First Advisors
Tennessee
$257K
WIC
1467
Woodmont Investment Counsel
Tennessee
$257K
UAG
1468
United Advisor Group
Ohio
$257K
KCM
1469
KRS Capital Management
Michigan
$257K
VIPI
1470
Vista Investment Partners II
Indiana
$256K
CWA
1471
Cura Wealth Advisors
Illinois
$256K
UCB
1472
United Community Bank
South Carolina
$254K
SFWC
1473
Strategic Family Wealth Counselors
New Jersey
$253K
JPLA
1474
Joseph P. Lucia & Associates
New York
$253K
LFA
1475
Legacy Financial Advisors
Kentucky
$252K