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1,823 hedge funds and large institutions have $78.7B invested in Vertiv in 2026 Q1 according to their latest regulatory filings, with 366 funds opening new positions, 666 increasing their positions, 635 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: 78.53%82.41% (+3.9%)

5% more repeat investments, than reductions

Existing positions increased: 666 | Existing positions reduced: 635

10% less call options, than puts

Call options by funds: $4.39B | Put options by funds: $4.86B

Holders
1,823
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
WA1
1551
Wimmer Associates 1
California
$211K
LCWP
1552
Legacy Capital Wealth Partners
Arkansas
$211K
MC
1553
Machina Capital
France
$211K
OWM
1554
Omnitrust Wealth Management
Florida
$211K
SA
1555
Sonoma Allocations
California
$210K
GAFA
1556
Garton & Associates Financial Advisors
Kentucky
$210K
T
1557
Tidemark
California
$209K
DWP
1558
Destiny Wealth Partners
Florida
$208K
AGDI
1559
Absolute Gestao de Investimentos
Brazil
$208K
MCC
1560
Money Concepts Capital
Florida
$208K
IFWM
1561
Institute for Wealth Management
Colorado
$205K
WT
1562
Washington Trust
Rhode Island
$205K
PT
1563
Plimoth Trust
Massachusetts
$204K
WF
1564
Whelan Financial
California
$204K
BCP
1565
Berkeley Capital Partners
Georgia
$203K
LWM
1566
LJI Wealth Management
Indiana
$203K
QPWM
1567
Quadrant Private Wealth Management
Pennsylvania
$203K
MSR
1568
Main Street Research
Connecticut
$203K
GCA
1569
Genesee Capital Advisors
New York
$201K
CCA
1570
Corps Capital Advisors
Texas
$200K
A
1571
Allianz
Germany
$200K
ADEF
1572
ABS Direct Equity Fund
Connecticut
$199K
SWM
1573
SHP Wealth Management
Massachusetts
$193K
MTI
1574
Merrithew & Thorsten Inc
California
$189K
BONH
1575
Bank of New Hampshire
New Hampshire
$173K