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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
MWA
1776
Medallion Wealth Advisors
Connecticut
$3.77K
GAG
1777
Goodman Advisory Group
Massachusetts
$3.76K
PWA
1778
Portus Wealth Advisors
North Carolina
$3.76K
BFS
1779
Bare Financial Services
Pennsylvania
$3.51K
KG
1780
Kilter Group
New York
$3.01K
CMA
1781
Cedar Mountain Advisors
Oregon
$3.01K
HIA
1782
HFM Investment Advisors
New Jersey
$3.01K
1IA
1783
1620 Investment Advisors
Massachusetts
$2.51K
LG
1784
LAM Group
Oregon
$2.51K
MPW
1785
MASECO Private Wealth
$2.5K
CW
1786
Curio Wealth
Maryland
$2.26K
SC
1787
Swan Capital
Florida
$2.26K
W
1788
WealthCollab
Washington
$2.26K
PIS
1789
POM Investment Strategies
North Carolina
$2K
RG
1790
RHL Group
Michigan
$2K
CT
1791
Colonial Trust
South Carolina
$2K
OAJ
1792
Ogorek Anthony Joseph
New York
$2K
IPS
1793
Investors Portfolio Services
Washington
$1.75K
RIAS
1794
Rachor Investment Advisory Services
Michigan
$1.75K
BTD
1795
BankPlus Trust Department
Mississippi
$1.75K
CJ
1796
Caitlin John
Michigan
$1.75K
JFA
1797
JNBA Financial Advisors
Minnesota
$1.5K
AP
1798
Atwood & Palmer
Missouri
$1.5K
DFC
1799
DB Fitzpatrick & Co
Idaho
$1.5K
KTC
1800
Kentucky Trust Company
Kentucky
$1.5K