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
MCC
1551
Money Concepts Capital
Florida
$208K
IFWM
1552
Institute for Wealth Management
Colorado
$205K
WT
1553
Washington Trust
Rhode Island
$205K
PT
1554
Plimoth Trust
Massachusetts
$204K
WF
1555
Whelan Financial
California
$204K
BCP
1556
Berkeley Capital Partners
Georgia
$203K
LWM
1557
LJI Wealth Management
Indiana
$203K
QPWM
1558
Quadrant Private Wealth Management
Pennsylvania
$203K
MSR
1559
Main Street Research
Connecticut
$203K
GCA
1560
Genesee Capital Advisors
New York
$201K
CCA
1561
Corps Capital Advisors
Texas
$200K
A
1562
Allianz
Germany
$200K
ADEF
1563
ABS Direct Equity Fund
Connecticut
$199K
SWM
1564
SHP Wealth Management
Massachusetts
$193K
MTI
1565
Merrithew & Thorsten Inc
California
$189K
BONH
1566
Bank of New Hampshire
New Hampshire
$173K
AAG
1567
Armstrong Advisory Group
Massachusetts
$168K
FIM
1568
FWL Investment Management
Texas
$168K
SEP
1569
Signature Equity Partners
Ohio
$166K
BC
1570
Bayforest Capital
United Kingdom
$166K
APW
1571
Aventura Private Wealth
Florida
$166K
BFPW
1572
BOK Financial Private Wealth
Colorado
$163K
FMII
1573
Farmers & Merchants Investments Inc
Nebraska
$158K
SGK
1574
Steigerwald Gordon & Koch
Virginia
$154K
WSFS
1575
Wilmington Savings Fund Society
Delaware
$153K