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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
VR
1601
Vision Retirement
New Jersey
$128K
TWD
1602
True Wealth Design
Ohio
$128K
RA
1603
RiverPark Advisors
New York
$124K
ST
1604
Smithfield Trust
Pennsylvania
$121K
SA
1605
Strategic Advocates
Utah
$116K
BC
1606
Brookfield Corp
Ontario, Canada
$110K
MG
1607
Mather Group
Illinois
$110K
LWMI
1608
Legacy Wealth Management (Idaho)
Idaho
$106K
SIS
1609
Sound Income Strategies
Florida
$103K
SC
1610
Steph & Co
Wisconsin
$102K
BWA
1611
Basecamp Wealth Advisors
Washington
$102K
OCWP
1612
Owl Creek Wealth Partners
Colorado
$102K
WAG
1613
Wilkerson Advisory Group
Missouri
$99.2K
TFIPS
1614
Towarzystwo Funduszy Inwestycyjnych PZU SA
$97.7K
TFA
1615
Transamerica Financial Advisors
Florida
$95.8K
CFO
1616
CVA Family Office
Colorado
$92.5K
PB
1617
Pinnacle Bancorp
Nebraska
$88K
LAM
1618
LOM Asset Management
$87.7K
LI
1619
LRI Investments
Florida
$86.2K
RFG
1620
REAP Financial Group
Texas
$85K
NWMP
1621
Noble Wealth Management PBC
Colorado
$82.7K
UB
1622
UMB Bank
Missouri
$82.7K
BC
1623
Barrett & Company
Rhode Island
$81.4K
TCM
1624
Tradewinds Capital Management
Washington
$79.2K
IWS
1625
Intentional Wealth Strategies
Colorado
$78.9K