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
WAS
1651
Winch Advisory Services
Wisconsin
$47.2K
FLP
1652
Financial Life Planners
Arizona
$47.2K
PPC
1653
Park Place Capital
Alabama
$46.4K
GIM
1654
Generali Investments Management
Slovenia
$45.4K
C
1655
Covestor
United Kingdom
$45K
CPG
1656
Cornerstone Planning Group
New Jersey
$44K
IA
1657
IFG Advisory
Georgia
$42.6K
KFAS
1658
Keating Financial Advisory Services
Kansas
$42.1K
SG
1659
Sankala Group
Colorado
$41.7K
CHC
1660
City Holding Co
West Virginia
$41.3K
FMP
1661
Financial Management Professionals
Texas
$40.6K
WTA
1662
Washington Trust Advisors
Massachusetts
$40.3K
AT
1663
Arlington Trust
Alabama
$40.1K
CFFP
1664
Center for Financial Planning
Michigan
$39.3K
CWM
1665
Consultiva Wealth Management
Puerto Rico
$37.6K
GBT
1666
Grove Bank & Trust
Florida
$37.6K
SGFG
1667
Silver Grove Financial Group
New York
$37.6K
BAM
1668
BOCHK Asset Management
Hong Kong
$37.6K
RTL
1669
Red Tortoise LLC
Georgia
$36.8K
ECA
1670
Elevated Capital Advisors
Utah
$36.6K
WGL
1671
Wellington Grp LLC
Indiana
$36.6K
MCM
1672
MV Capital Management
Maryland
$36.3K
TCM
1673
TD Capital Management
Tennessee
$36.3K
IRC
1674
Investors Research Corp
Georgia
$36.3K
AFG
1675
Albion Financial Group
Utah
$36.1K