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
CWP
1701
Clark Wealth Partners
Illinois
$21K
RBC
1702
Roble Belko & Company
Pennsylvania
$21K
UFPG
1703
United Financial Planning Group
New York
$20.8K
RWM
1704
RMG Wealth Management
Wisconsin
$20.6K
MCM
1705
Manchester Capital Management
Vermont
$20.5K
CFM
1706
Cornerstone Financial Management
Massachusetts
$20.3K
SA
1707
Scarborough Advisors
Maryland
$20.1K
PWAM
1708
Private Wealth Asset Management
Iowa
$20K
FMTCOCP
1709
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
GA
1710
GoalVest Advisory
New York
$19.8K
PG
1711
Proffitt & Goodson
Tennessee
$19K
BW
1712
Bravera Wealth
North Dakota
$19K
HNB
1713
Hilltop National Bank
Wyoming
$18.8K
CB
1714
CNB Bank
Pennsylvania
$17K
IWP
1715
IAG Wealth Partners
Wisconsin
$16.8K
RWS
1716
Retirement Wealth Solutions
Wisconsin
$15.8K
SSG
1717
Summit Securities Group
New York
$15.8K
MAFA
1718
MJT & Associates Financial Advisory
Minnesota
$14K
SC
1719
SouthState Corp
Florida
$14K
MNA
1720
Manning & Napier Advisors
New York
$13.6K
VWA
1721
Valued Wealth Advisors
Utah
$13.3K
Kayne Anderson Rudnick Investment Management
1722
Kayne Anderson Rudnick Investment Management
California
$13.2K
KSB
1723
Kennebec Savings Bank
Maine
$13K
AWM
1724
Abound Wealth Management
Tennessee
$13K
CI
1725
CX Institutional
Indiana
$13K