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 126 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:

3.85% more ownership

Funds ownership: 78.47%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
JPWM
1476
Jamison Private Wealth Management
Georgia
$252K
LWCFA
1477
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K
NLWP
1478
Next Level Wealth Planning
Idaho
$251K
KFC
1479
Klingenstein Fields & Co
New York
$251K
CWMG
1480
Compass Wealth Management (Georgia)
Georgia
$251K
ECM
1481
Elgethun Capital Management
South Dakota
$251K
WCP
1482
Wick Capital Partners
Pennsylvania
$250K
IA
1483
Insight Advisors
Pennsylvania
$249K
AIM
1484
Acropolis Investment Management
Missouri
$248K
SP
1485
SmartHarvest Portfolios
Washington
$247K
NSIM
1486
North Star Investment Management
Illinois
$247K
CFP
1487
Catalyst Financial Partners
Massachusetts
$246K
RMP
1488
Richards, Merrill & Peterson
Washington
$246K
YIA
1489
YHB Investment Advisors
Connecticut
$243K
CFP
1490
Cascade Financial Partners
California
$243K
BCA
1491
Bay Colony Advisors
Massachusetts
$243K
FHWM
1492
Fox Hill Wealth Management
Massachusetts
$242K
SWA
1493
SOA Wealth Advisors
New York
$241K
FWI
1494
Facet Wealth Inc
Maryland
$241K
PWM
1495
Parkway Wealth Management
Texas
$240K
PRP
1496
Peak Retirement Planning
Ohio
$239K
CCM
1497
Cinctive Capital Management
New York
$237K
QFA
1498
Quantum Financial Advisors
California
$237K
RRA
1499
Red Reef Advisors
Florida
$237K
RW
1500
Ridgeline Wealth
Arizona
$234K