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
HCM
1501
Howard Capital Management
Georgia
$234K
FWP
1502
Flatrock Wealth Partners
California
$233K
WA
1503
Wealth Alliance
New York
$233K
RCP
1504
Rothschild Capital Partners
New York
$232K
MC
1505
Matters Capital
Florida
$232K
BOM
1506
Bank of Marin
California
$231K
PA
1507
Procyon Advisors
Connecticut
$231K
CTA
1508
Colonial Trust Advisors
South Carolina
$230K
NWAG
1509
Net Worth Advisory Group
Utah
$229K
SWGC
1510
Summit Wealth Group (Colorado)
Colorado
$228K
FZCM
1511
Flynn Zito Capital Management
New York
$228K
WB
1512
WesBanco Bank
West Virginia
$226K
BOTPPF
1513
Board of the Pension Protection Fund
United Kingdom
$226K
BRWM
1514
Blue Rock Wealth Management
North Carolina
$226K
VEA
1515
Virtus ETF Advisers
New York
$225K
WANY
1516
Wealthspire Advisors (New York)
New York
$224K
CCM
1517
Cloud Capital Management
Washington
$224K
AI
1518
Accredited Investors
Minnesota
$224K
MWA
1519
MFA Wealth Advisors
Pennsylvania
$223K
WFAG
1520
Wescott Financial Advisory Group
Pennsylvania
$223K
ACM
1521
Aster Capital Management
United Arab Emirates
$223K
PPWP
1522
Premier Path Wealth Partners
New Jersey
$223K
Skandinaviska Enskilda Banken (SEB)
1523
Skandinaviska Enskilda Banken (SEB)
Sweden
$222K
CIAS
1524
CFS Investment Advisory Services
New Jersey
$220K
SWP
1525
Strategic Wealth Partners
Ohio
$220K