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
WIM
1626
Westside Investment Management
California
$69.9K
HWP
1627
Highline Wealth Partners
California
$69.2K
WA
1628
WPG Advisers
Maryland
$66.9K
OPTFSNA
1629
Old Point Trust & Financial Services N A
Virginia
$62.6K
ACA
1630
Atlas Capital Advisors
Wyoming
$62.6K
PAI
1631
Pittenger & Anderson Inc
Nebraska
$59.6K
OP
1632
Oslo Pensjonsforsikring
$59.6K
PCFFS
1633
Pacific Center for Financial Services
California
$59K
CAM
1634
Chesapeake Asset Management
New York
$58.1K
FFO
1635
Fortitude Family Office
Arizona
$57.6K
HIMS
1636
Hager Investment Management Services
New Hampshire
$56.6K
BMC
1637
Bear Mountain Capital
Washington
$56.6K
HFS
1638
Horizon Financial Services
North Carolina
$55.1K
BCWM
1639
Bartlett & Co Wealth Management
Ohio
$53.6K
QWM
1640
Quaker Wealth Management
New Jersey
$52.4K
WPA
1641
Wealth Preservation Advisors
Tennessee
$51.9K
TPWA
1642
Twin Peaks Wealth Advisors
California
$51.6K
MSFP
1643
Mark Sheptoff Financial Planning
Connecticut
$51.2K
MB
1644
MidFirst Bank
Oklahoma
$51.1K
JWA
1645
JFS Wealth Advisors
Pennsylvania
$50.4K
SVCP
1646
Silicon Valley Capital Partners
California
$50.1K
SOAM
1647
SBI Okasan Asset Management
Japan
$50.1K
GGI
1648
Godsey & Gibb Inc
Virginia
$50.1K
WETS
1649
Wealth Enhancement Trust Services
South Dakota
$49.4K
DWM
1650
Dogwood Wealth Management
Kansas
$49.1K