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
LWMI
1601
Legacy Wealth Management (Idaho)
Idaho
$106K
SIS
1602
Sound Income Strategies
Florida
$103K
SC
1603
Steph & Co
Wisconsin
$102K
OCWP
1604
Owl Creek Wealth Partners
Colorado
$102K
WAG
1605
Wilkerson Advisory Group
Missouri
$99.2K
TFIPS
1606
Towarzystwo Funduszy Inwestycyjnych PZU SA
$97.7K
TFA
1607
Transamerica Financial Advisors
Florida
$95.8K
CFO
1608
CVA Family Office
Colorado
$92.5K
PB
1609
Pinnacle Bancorp
Nebraska
$88K
LAM
1610
LOM Asset Management
$87.7K
LI
1611
LRI Investments
Florida
$86.2K
RFG
1612
REAP Financial Group
Texas
$85K
NWMP
1613
Noble Wealth Management PBC
Colorado
$82.7K
UB
1614
UMB Bank
Missouri
$82.7K
BC
1615
Barrett & Company
Rhode Island
$81.4K
TCM
1616
Tradewinds Capital Management
Washington
$79.2K
IWS
1617
Intentional Wealth Strategies
Colorado
$78.9K
WA
1618
Whipplewood Advisors
Colorado
$76.2K
QC
1619
Quent Capital
New York
$75.9K
STB
1620
S&T Bank
Pennsylvania
$75.4K
RF
1621
Rossby Financial
Florida
$73.7K
PWA
1622
Physician Wealth Advisors
Utah
$73.1K
SL
1623
Salomon & Ludwin
Virginia
$71.9K
GEA
1624
Glen Eagle Advisors
New Jersey
$70.2K
BWL
1625
Bogart Wealth LLC
Virginia
$70.2K