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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
TCM
1751
Triumph Capital Management
Colorado
$10.3K
HWA
1752
HHM Wealth Advisors
Tennessee
$10K
CT
1753
Coastline Trust
Rhode Island
$10K
WCM
1754
Winthrop Capital Management
Indiana
$10K
AP
1755
Aspect Partners
Virginia
$9.27K
WA
1756
Westfuller Advisors
New York
$8.54K
DPW
1757
DiNuzzo Private Wealth
Pennsylvania
$8.02K
NB
1758
NBT Bank
New York
$7.52K
EWP
1759
Elevation Wealth Partners
California
$7.52K
UOTTAIMCU
1760
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.52K
FDW
1761
Fourth Dimension Wealth
Ohio
$7.52K
MAS
1762
MPWM Advisory Solutions
Georgia
$7.52K
MIM
1763
MTM Investment Management
South Carolina
$7.52K
RWM
1764
Rialto Wealth Management
New York
$7.27K
JGCM
1765
Joseph Group Capital Management
Ohio
$6.77K
WAG
1766
Wiser Advisor Group
Arizona
$6.27K
MIM
1767
Marshall Investment Management
Colorado
$6.01K
LWM
1768
Lodestone Wealth Management
Washington
$5.51K
CCWM
1769
Cassaday & Co Wealth Management
Virginia
$5.51K
IAS
1770
IMA Advisory Services
Colorado
$5.26K
GWS
1771
Greykasell Wealth Strategies
California
$5.02K
GIA
1772
GHP Investment Advisors
Colorado
$4.76K
1CP
1773
1015 Capital Partners
Pennsylvania
$4.76K
CWM
1774
Copia Wealth Management
Oregon
$4.26K
ACA
1775
American Capital Advisory
Idaho
$4.01K