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