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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
MSFP
1651
Mark Sheptoff Financial Planning
Connecticut
$51.2K
MB
1652
MidFirst Bank
Oklahoma
$51.1K
JWA
1653
JFS Wealth Advisors
Pennsylvania
$50.4K
SVCP
1654
Silicon Valley Capital Partners
California
$50.1K
SOAM
1655
SBI Okasan Asset Management
Japan
$50.1K
GGI
1656
Godsey & Gibb Inc
Virginia
$50.1K
WETS
1657
Wealth Enhancement Trust Services
South Dakota
$49.4K
DWM
1658
Dogwood Wealth Management
Kansas
$49.1K
WAS
1659
Winch Advisory Services
Wisconsin
$47.2K
FLP
1660
Financial Life Planners
Arizona
$47.2K
PPC
1661
Park Place Capital
Alabama
$46.4K
GIM
1662
Generali Investments Management
Slovenia
$45.4K
C
1663
Covestor
United Kingdom
$45K
CPG
1664
Cornerstone Planning Group
New Jersey
$44K
IA
1665
IFG Advisory
Georgia
$42.6K
KFAS
1666
Keating Financial Advisory Services
Kansas
$42.1K
SG
1667
Sankala Group
Colorado
$41.7K
CHC
1668
City Holding Co
West Virginia
$41.3K
FMP
1669
Financial Management Professionals
Texas
$40.6K
WTA
1670
Washington Trust Advisors
Massachusetts
$40.3K
AT
1671
Arlington Trust
Alabama
$40.1K
RCM
1672
Ravenstone Capital Management
$40.1K
CFFP
1673
Center for Financial Planning
Michigan
$39.3K
CWM
1674
Consultiva Wealth Management
Puerto Rico
$37.6K
GBT
1675
Grove Bank & Trust
Florida
$37.6K