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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
RFP
1451
Root Financial Partners
California
$274K
BHPW
1452
Beverly Hills Private Wealth
California
$272K
CCS
1453
Concentric Capital Strategies
Connecticut
$271K
GAM
1454
Groupama Asset Management
France
$271K
OL
1455
OneFund LLC
Florida
$270K
MAWA
1456
Moss Adams Wealth Advisors
Washington
$270K
FLFS
1457
Family Legacy Financial Solutions
North Carolina
$270K
NI
1458
Natural Investments
California
$269K
IGGA
1459
Iron Gate Global Advisors
Utah
$269K
AWE
1460
Avidian Wealth Enterprises
Texas
$268K
IIL
1461
Income Insurance Ltd
$265K
HWMO
1462
Heritage Wealth Management (Ohio)
Ohio
$265K
SMG
1463
Smart Money Group
Texas
$264K
CAL
1464
Capital Advisors Ltd
Ohio
$263K
GKIM
1465
GW&K Investment Management
Massachusetts
$262K
DE
1466
Diversified Enterprises
Delaware
$262K
BMWS
1467
Brady Martz Wealth Solutions
North Dakota
$261K
FSA
1468
Financial Security Advisor
Virginia
$261K
ZBNA
1469
Zions Bancorporation, National Association
Utah
$261K
WCP
1470
Wealthcare Capital Partners
Pennsylvania
$258K
IWN
1471
Independent Wealth Network
Iowa
$258K
VFA
1472
Values First Advisors
Tennessee
$257K
VI
1473
VectorGlobal IAG
Florida
$257K
WIC
1474
Woodmont Investment Counsel
Tennessee
$257K
UAG
1475
United Advisor Group
Ohio
$257K