1,813 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 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:

3.84% more ownership

Funds ownership: 78.51%82.35% (+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
1,813
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
CI
1726
CX Institutional
Indiana
$13K
CT
1727
Clearstead Trust
Maine
$12.8K
AFC
1728
Ares Financial Consulting
California
$12.7K
DIP
1729
DT Investment Partners
Pennsylvania
$12.5K
EF
1730
Entrust Financial
Pennsylvania
$12.5K
FFA
1731
Frazier Financial Advisors
Ohio
$12.5K
AEPWM
1732
Atlantic Edge Private Wealth Management
Florida
$12.5K
WSFG
1733
Wall Street Financial Group
Illinois
$12.5K
MAM
1734
Marquette Asset Management
Minnesota
$12.3K
MCA
1735
McGuire Capital Advisors
Oklahoma
$12.3K
EFMH
1736
E Fund Management (HK)
Hong Kong
$12K
Q1WB
1737
Quest 10 Wealth Builders
Virginia
$11.8K
CFP
1738
Comprehensive Financial Planning
Pennsylvania
$11.5K
AG
1739
AmeriFlex Group
Nevada
$11.5K
SHIM
1740
Stone House Investment Management
Pennsylvania
$11K
HFS
1741
Hughes Financial Services
Virginia
$10.5K
HNW
1742
High Note Wealth
Minnesota
$10.5K
TCM
1743
Triumph Capital Management
Colorado
$10.3K
HWA
1744
HHM Wealth Advisors
Tennessee
$10K
CT
1745
Coastline Trust
Rhode Island
$10K
WCM
1746
Winthrop Capital Management
Indiana
$10K
AP
1747
Aspect Partners
Virginia
$9.27K
WA
1748
Westfuller Advisors
New York
$8.54K
DPW
1749
DiNuzzo Private Wealth
Pennsylvania
$8.02K
NB
1750
NBT Bank
New York
$7.52K