We are live on ! Find out more

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
VNA
1701
Valley National Advisers
Pennsylvania
$27K
GK
1702
Graney & King
New York
$26.8K
TSMHT
1703
Thurston Springer Miller Herd & Titak
Indiana
$25.8K
VWM
1704
Vermillion Wealth Management
Minnesota
$25.3K
MWA
1705
Miller Wealth Advisors
Colorado
$25.1K
SRCM
1706
Signature Resources Capital Management
California
$25.1K
CT
1707
Caldwell Trust
Florida
$25.1K
JWM
1708
JPL Wealth Management
Colorado
$23.6K
CBT
1709
Crews Bank & Trust
Florida
$22.3K
CWP
1710
Clark Wealth Partners
Illinois
$21K
RBC
1711
Roble Belko & Company
Pennsylvania
$21K
UFPG
1712
United Financial Planning Group
New York
$20.8K
RWM
1713
RMG Wealth Management
Wisconsin
$20.6K
MCM
1714
Manchester Capital Management
Vermont
$20.5K
CFM
1715
Cornerstone Financial Management
Massachusetts
$20.3K
SA
1716
Scarborough Advisors
Maryland
$20.1K
PWAM
1717
Private Wealth Asset Management
Iowa
$20K
FMTCOCP
1718
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
GA
1719
GoalVest Advisory
New York
$19.8K
PG
1720
Proffitt & Goodson
Tennessee
$19K
BW
1721
Bravera Wealth
North Dakota
$19K
HNB
1722
Hilltop National Bank
Wyoming
$18.8K
CB
1723
CNB Bank
Pennsylvania
$17K
IWP
1724
IAG Wealth Partners
Wisconsin
$16.8K
RWS
1725
Retirement Wealth Solutions
Wisconsin
$15.8K