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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
FWI
1501
Facet Wealth Inc
Maryland
$241K
PWM
1502
Parkway Wealth Management
Texas
$240K
PRP
1503
Peak Retirement Planning
Ohio
$239K
CCM
1504
Cinctive Capital Management
New York
$237K
QFA
1505
Quantum Financial Advisors
California
$237K
RRA
1506
Red Reef Advisors
Florida
$237K
RW
1507
Ridgeline Wealth
Arizona
$234K
HCM
1508
Howard Capital Management
Georgia
$234K
FWP
1509
Flatrock Wealth Partners
California
$233K
WA
1510
Wealth Alliance
New York
$233K
RCP
1511
Rothschild Capital Partners
New York
$232K
MC
1512
Matters Capital
Florida
$232K
BOM
1513
Bank of Marin
California
$231K
PA
1514
Procyon Advisors
Connecticut
$231K
CTA
1515
Colonial Trust Advisors
South Carolina
$230K
NWAG
1516
Net Worth Advisory Group
Utah
$229K
SWGC
1517
Summit Wealth Group (Colorado)
Colorado
$228K
FZCM
1518
Flynn Zito Capital Management
New York
$228K
WB
1519
WesBanco Bank
West Virginia
$226K
BOTPPF
1520
Board of the Pension Protection Fund
United Kingdom
$226K
BRWM
1521
Blue Rock Wealth Management
North Carolina
$226K
VEA
1522
Virtus ETF Advisers
New York
$225K
WANY
1523
Wealthspire Advisors (New York)
New York
$224K
CCM
1524
Cloud Capital Management
Washington
$224K
AI
1525
Accredited Investors
Minnesota
$224K