We are live on ! Find out more

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
NW
676
NewEdge Wealth
Pennsylvania
$2.89M +$64.4K +290 +3%
BCM
677
Bridgeway Capital Management
Texas
$2.88M +$2.55M +11,500 New
PIA
678
Prakash Investment Advisors
Massachusetts
$2.87M +$575K +2,590 +29%
SC
679
Slow Capital
California
$2.87M +$2.54M +11,452 New
EML
680
Eos Management LP
New York
$2.85M
FFG
681
Floyd Financial Group
Missouri
$2.84M -$1.78K -8 -0.1%
SWM
682
Spire Wealth Management
Virginia
$2.78M -$5.16M -23,226 -68%
MMEA
683
Main Management ETF Advisors
California
$2.78M +$2.46M +11,087 New
MYLI
684
Meiji Yasuda Life Insurance
Japan
$2.78M -$460K -2,070 -16%
HNB
685
Huntington National Bank
Ohio
$2.77M +$108K +485 +5%
EFM
686
E Fund Management
China
$2.77M +$2.45M +11,048 New
HKAM
687
Horizon Kinetics Asset Management
New York
$2.76M
NDSIB
688
North Dakota State Investment Board
North Dakota
$2.76M -$527K -2,374 -18%
GIS
689
Graphene Investments SAS
France
$2.76M -$1.11M -5,000 -31%
QP
690
Quartz Partners
New York
$2.73M -$258K -1,160 -10%
STA
691
Summit Trail Advisors
New York
$2.73M -$367K -1,652 -13%
NC
692
NovaPoint Capital
Georgia
$2.72M +$5.55K +25 +0.2%
SWP
693
ShoreHaven Wealth Partners
New Jersey
$2.72M
AWC
694
Abundance Wealth Counselors
Pennsylvania
$2.72M +$206K +928 +9%
CSA
695
Cottage Street Advisors
Massachusetts
$2.71M -$466K -2,100 -16%
PS
696
Pennant Select
New Jersey
$2.71M
MGP
697
Metis Global Partners
California
$2.68M +$1.55M +7,000 +189%
HAM
698
Harmony Asset Management
Arizona
$2.68M +$222K +1,001 +10%
CFG
699
Citizens Financial Group
Rhode Island
$2.67M +$275K +1,240 +13%
BHC
700
Bowen Hanes & Co
Florida
$2.67M