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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

188% more first-time investments, than exits

New positions opened: 366 | Existing positions closed: 127

77% more funds holding in top 10

Funds holding in top 10: 4478 (+34)

62% more capital invested

Capital invested by funds: $48.5B → $78.7B (+$30.2B)

13% more funds holding

Funds holding: 1,6101,823 (+213)

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
+213
Holders Change %
+13.23%
% of All Funds
22.46%
Holding in Top 10
78
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+77.27%
% of All Funds
0.96%
New
366
Increased
666
Reduced
635
Closed
127
Calls
$4.39B
Puts
$4.86B
Net Calls
-$469M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
651
International Assets Investment Management
Florida
$3.22M -$1.04M -4,696 -27%
TNAM
652
Terra Nova Asset Management
New York
$3.21M -$4.88K -22 -0.2%
HI
653
Horizon Investments
North Carolina
$3.19M +$2.07M +9,313 +272%
TIM
654
Titan Investment Management
Indiana
$3.18M +$61.7K +278 +2%
BPA
655
Beacon Pointe Advisors
California
$3.17M +$967K +4,357 +53%
FG
656
Franchise GP
$3.16M +$2.8M +12,605 New
AI
657
AXS Investments
New York
$3.13M
MPWS
658
McCarter Private Wealth Services
Massachusetts
$3.13M +$158K +714 +6%
CGH
659
Crossmark Global Holdings
Texas
$3.12M +$1.86M +8,392 +207%
KFA
660
Krane Funds Advisors
New York
$3.09M +$1.47M +6,643 +127%
RWA
661
Redhawk Wealth Advisors
Minnesota
$3.07M +$1.52M +6,866 +127%
NMIMC
662
Northwestern Mutual Investment Management Company
Wisconsin
$3.07M +$2.72M +12,241 New
SCM
663
Shelton Capital Management
Colorado
$3.03M +$450K +2,025 +20%
HWM
664
HB Wealth Management
Georgia
$3.01M +$943K +4,247 +55%
HH
665
Hilltop Holdings
Texas
$3.01M -$497K -2,238 -16%
RFC
666
Regions Financial Corp
Alabama
$3.01M +$83K +374 +3%
MC
667
Moors & Cabot
Massachusetts
$3.01M +$44.4K +200 +2%
BFG
668
Bleakley Financial Group
New Jersey
$2.99M +$2.65M +11,935 New
DWM
669
Darwin Wealth Management
Florida
$2.97M +$277K +1,249 +12%
GAA
670
Guardian Asset Advisors
Pennsylvania
$2.96M -$5.33K -24 -0.2%
HCM
671
Hodges Capital Management
Texas
$2.94M -$1.7M -7,636 -39%
MWM
672
Meridian Wealth Management
Kentucky
$2.93M +$626K +2,821 +32%
MLIC
673
Mandatum Life Insurance Company
Finland
$2.93M +$2.6M +11,700 New
PA
674
Paragon Advisors
Texas
$2.9M +$2.57M +11,577 New
VA
675
VestGen Advisors
Illinois
$2.89M +$444K +2,002 +34%