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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
KCM
1476
KRS Capital Management
Michigan
$257K
VIPI
1477
Vista Investment Partners II
Indiana
$256K
CWA
1478
Cura Wealth Advisors
Illinois
$256K
UCB
1479
United Community Bank
South Carolina
$254K
SFWC
1480
Strategic Family Wealth Counselors
New Jersey
$253K
JPLA
1481
Joseph P. Lucia & Associates
New York
$253K
LFA
1482
Legacy Financial Advisors
Kentucky
$252K
JPWM
1483
Jamison Private Wealth Management
Georgia
$252K
LWCFA
1484
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K
CWMG
1485
Compass Wealth Management (Georgia)
Georgia
$251K
ECM
1486
Elgethun Capital Management
South Dakota
$251K
KFC
1487
Klingenstein Fields & Co
New York
$251K
NLWP
1488
Next Level Wealth Planning
Idaho
$251K
WCP
1489
Wick Capital Partners
Pennsylvania
$250K
IA
1490
Insight Advisors
Pennsylvania
$249K
AIM
1491
Acropolis Investment Management
Missouri
$248K
SP
1492
SmartHarvest Portfolios
Washington
$247K
NSIM
1493
North Star Investment Management
Illinois
$247K
CFP
1494
Catalyst Financial Partners
Massachusetts
$246K
RMP
1495
Richards, Merrill & Peterson
Washington
$246K
YIA
1496
YHB Investment Advisors
Connecticut
$243K
CFP
1497
Cascade Financial Partners
California
$243K
BCA
1498
Bay Colony Advisors
Massachusetts
$243K
FHWM
1499
Fox Hill Wealth Management
Massachusetts
$242K
SWA
1500
SOA Wealth Advisors
New York
$241K