We are live on ! Find out more

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
MWA
1526
MFA Wealth Advisors
Pennsylvania
$223K
WFAG
1527
Wescott Financial Advisory Group
Pennsylvania
$223K
ACM
1528
Aster Capital Management
United Arab Emirates
$223K
PPWP
1529
Premier Path Wealth Partners
New Jersey
$223K
Skandinaviska Enskilda Banken (SEB)
1530
Skandinaviska Enskilda Banken (SEB)
Sweden
$222K
CIAS
1531
CFS Investment Advisory Services
New Jersey
$220K
SWP
1532
Strategic Wealth Partners
Ohio
$220K
SIM
1533
Seaview Investment Managers
Florida
$220K
1WA
1534
180 Wealth Advisors
Washington
$219K
SC
1535
Saiph Capital
New Jersey
$219K
FG
1536
Foster Group
Iowa
$217K
CPCM
1537
Cardinal Point Capital Management
Ontario, Canada
$215K
EWA
1538
Eagle Wealth Advisors
Connecticut
$215K
MWAM
1539
Manhattan West Asset Management
California
$215K
LWA
1540
LifeGoal Wealth Advisors
New York
$215K
MFIM
1541
Mesirow Financial Investment Management
Illinois
$214K
WWM
1542
WT Wealth Management
Arizona
$214K
GT
1543
Glenview Trust
Kentucky
$213K
LA
1544
Lynch & Associates
Indiana
$213K
TFA
1545
Tobias Financial Advisors
Florida
$213K
IWM
1546
Integris Wealth Management
California
$212K
SC
1547
Syon Capital
California
$212K
SOS
1548
Silver Oak Securities
Tennessee
$211K
WA1
1549
Wimmer Associates 1
California
$211K
LCWP
1550
Legacy Capital Wealth Partners
Arkansas
$211K