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
EWP
1751
Elevation Wealth Partners
California
$7.52K
UOTTAIMCU
1752
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.52K
FDW
1753
Fourth Dimension Wealth
Ohio
$7.52K
MAS
1754
MPWM Advisory Solutions
Georgia
$7.52K
MIM
1755
MTM Investment Management
South Carolina
$7.52K
RWM
1756
Rialto Wealth Management
New York
$7.27K
JGCM
1757
Joseph Group Capital Management
Ohio
$6.77K
WAG
1758
Wiser Advisor Group
Arizona
$6.27K
MIM
1759
Marshall Investment Management
Colorado
$6.01K
LWM
1760
Lodestone Wealth Management
Washington
$5.51K
CCWM
1761
Cassaday & Co Wealth Management
Virginia
$5.51K
IAS
1762
IMA Advisory Services
Colorado
$5.26K
GWS
1763
Greykasell Wealth Strategies
California
$5.02K
GIA
1764
GHP Investment Advisors
Colorado
$4.76K
1CP
1765
1015 Capital Partners
Pennsylvania
$4.76K
CWM
1766
Copia Wealth Management
Oregon
$4.26K
ACA
1767
American Capital Advisory
Idaho
$4.01K
MWA
1768
Medallion Wealth Advisors
Connecticut
$3.77K
GAG
1769
Goodman Advisory Group
Massachusetts
$3.76K
PWA
1770
Portus Wealth Advisors
North Carolina
$3.76K
BFS
1771
Bare Financial Services
Pennsylvania
$3.51K
KG
1772
Kilter Group
New York
$3.01K
CMA
1773
Cedar Mountain Advisors
Oregon
$3.01K
HIA
1774
HFM Investment Advisors
New Jersey
$3.01K
1IA
1775
1620 Investment Advisors
Massachusetts
$2.51K