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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
WA
1626
Whipplewood Advisors
Colorado
$76.2K
QC
1627
Quent Capital
New York
$75.9K
STB
1628
S&T Bank
Pennsylvania
$75.4K
RF
1629
Rossby Financial
Florida
$73.7K
PWA
1630
Physician Wealth Advisors
Utah
$73.1K
SL
1631
Salomon & Ludwin
Virginia
$71.9K
GEA
1632
Glen Eagle Advisors
New Jersey
$70.2K
BWL
1633
Bogart Wealth LLC
Virginia
$70.2K
WIM
1634
Westside Investment Management
California
$69.9K
HWP
1635
Highline Wealth Partners
California
$69.2K
WA
1636
WPG Advisers
Maryland
$66.9K
OPTFSNA
1637
Old Point Trust & Financial Services N A
Virginia
$62.6K
ACA
1638
Atlas Capital Advisors
Wyoming
$62.6K
PAI
1639
Pittenger & Anderson Inc
Nebraska
$59.6K
OP
1640
Oslo Pensjonsforsikring
$59.6K
PCFFS
1641
Pacific Center for Financial Services
California
$59K
CAM
1642
Chesapeake Asset Management
New York
$58.1K
FFO
1643
Fortitude Family Office
Arizona
$57.6K
HIMS
1644
Hager Investment Management Services
New Hampshire
$56.6K
BMC
1645
Bear Mountain Capital
Washington
$56.6K
HFS
1646
Horizon Financial Services
North Carolina
$55.1K
BCWM
1647
Bartlett & Co Wealth Management
Ohio
$53.6K
QWM
1648
Quaker Wealth Management
New Jersey
$52.4K
WPA
1649
Wealth Preservation Advisors
Tennessee
$51.9K
TPWA
1650
Twin Peaks Wealth Advisors
California
$51.6K