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
SIM
1526
Seaview Investment Managers
Florida
$220K
1WA
1527
180 Wealth Advisors
Washington
$219K
SC
1528
Saiph Capital
New Jersey
$219K
FG
1529
Foster Group
Iowa
$217K
CPCM
1530
Cardinal Point Capital Management
Ontario, Canada
$215K
EWA
1531
Eagle Wealth Advisors
Connecticut
$215K
MWAM
1532
Manhattan West Asset Management
California
$215K
LWA
1533
LifeGoal Wealth Advisors
New York
$215K
MFIM
1534
Mesirow Financial Investment Management
Illinois
$214K
WWM
1535
WT Wealth Management
Arizona
$214K
GT
1536
Glenview Trust
Kentucky
$213K
TFA
1537
Tobias Financial Advisors
Florida
$213K
LA
1538
Lynch & Associates
Indiana
$213K
IWM
1539
Integris Wealth Management
California
$212K
SC
1540
Syon Capital
California
$212K
SOS
1541
Silver Oak Securities
Tennessee
$211K
WA1
1542
Wimmer Associates 1
California
$211K
LCWP
1543
Legacy Capital Wealth Partners
Arkansas
$211K
MC
1544
Machina Capital
France
$211K
OWM
1545
Omnitrust Wealth Management
Florida
$211K
SA
1546
Sonoma Allocations
California
$210K
GAFA
1547
Garton & Associates Financial Advisors
Kentucky
$210K
T
1548
Tidemark
California
$209K
DWP
1549
Destiny Wealth Partners
Florida
$208K
AGDI
1550
Absolute Gestao de Investimentos
Brazil
$208K