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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
WIC
1476
Woodmont Investment Counsel
Tennessee
$257K
UAG
1477
United Advisor Group
Ohio
$257K
KCM
1478
KRS Capital Management
Michigan
$257K
VIPI
1479
Vista Investment Partners II
Indiana
$256K
CWA
1480
Cura Wealth Advisors
Illinois
$256K
UCB
1481
United Community Bank
South Carolina
$254K
SFWC
1482
Strategic Family Wealth Counselors
New Jersey
$253K
JPLA
1483
Joseph P. Lucia & Associates
New York
$253K
LFA
1484
Legacy Financial Advisors
Kentucky
$252K
JPWM
1485
Jamison Private Wealth Management
Georgia
$252K
LWCFA
1486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K
CWMG
1487
Compass Wealth Management (Georgia)
Georgia
$251K
ECM
1488
Elgethun Capital Management
South Dakota
$251K
KFC
1489
Klingenstein Fields & Co
New York
$251K
NLWP
1490
Next Level Wealth Planning
Idaho
$251K
WCP
1491
Wick Capital Partners
Pennsylvania
$250K
IA
1492
Insight Advisors
Pennsylvania
$249K
AIM
1493
Acropolis Investment Management
Missouri
$248K
SP
1494
SmartHarvest Portfolios
Washington
$247K
NSIM
1495
North Star Investment Management
Illinois
$247K
CFP
1496
Catalyst Financial Partners
Massachusetts
$246K
RMP
1497
Richards, Merrill & Peterson
Washington
$246K
YIA
1498
YHB Investment Advisors
Connecticut
$243K
CFP
1499
Cascade Financial Partners
California
$243K
BCA
1500
Bay Colony Advisors
Massachusetts
$243K