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1,823 hedge funds and large institutions have $78.7B invested in Vertiv in 2026 Q1 according to their latest regulatory filings, with 366 funds opening new positions, 666 increasing their positions, 635 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: 78.53%82.41% (+3.9%)

5% more repeat investments, than reductions

Existing positions increased: 666 | Existing positions reduced: 635

10% less call options, than puts

Call options by funds: $4.39B | Put options by funds: $4.86B

Holders
1,823
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
CWP
1926
Concord Wealth Partners
Virginia
WWA
1927
Wealth Watch Advisors
Colorado
ISS
1928
Intesa Sanpaolo SpA.
Italy
NL
1929
Navalign LLC
California
CWM
1930
Cedar Wealth Management
California
GCS
1931
Gordian Capital (Singapore)
Singapore
RAM
1932
Ramirez Asset Management
New York
MCM
1933
MidAtlantic Capital Management
Virginia
KBFS
1934
Kohmann Bosshard Financial Services
Ohio
VWWMG
1935
Vermillion & White Wealth Management Group
Pennsylvania
AIA
1936
Aventus Investment Advisors
Florida
GAMC
1937
Garner Asset Management Corp
Texas
VWA
1938
VSM Wealth Advisory
Maryland
EW
1939
Elyxium Wealth
California
CIAS
1940
CBIZ Investment Advisory Services
Ohio
WW
1941
Winnow Wealth
Texas
IIM
1942
IFC & Insurance Marketing
California
OC
1943
Optima Capital
Oregon
DJSG
1944
D.J. St. Germain
Massachusetts
NRWA
1945
North Ridge Wealth Advisors
Oregon
CCM
1946
Chilton Capital Management
Texas
T. Rowe Price Investment Management
1947
T. Rowe Price Investment Management
Maryland
TM
1948
Torren Management
California
LWANC
1949
Laurel Wealth Advisors (North Carolina)
North Carolina
TPBG
1950
Turning Point Benefit Group
Maryland