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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
MSA
701
MUFG Securities Americas
New York
$2.65M +$2.35M +10,585 New
ECM
702
Everence Capital Management
Indiana
$2.64M
SWP
703
Stratos Wealth Partners
Ohio
$2.64M -$66.6K -300 -3%
CPIG
704
Chicago Partners Investment Group
Illinois
$2.64M +$583K +2,627 +44%
EFG
705
Everhart Financial Group
Ohio
$2.64M +$501K +2,258 +27%
MAS
706
Meeder Advisory Services
Ohio
$2.64M +$51.3K +231 +2%
CCM
707
Coldstream Capital Management
Washington
$2.63M +$150K +675 +7%
SAM
708
Securian Asset Management
Minnesota
$2.6M +$2.3M +10,378 New
DWM
709
Diversify Wealth Management
Utah
$2.59M +$1.88M +8,469 New
N
710
Numerai
California
$2.58M +$2.01M +9,048 +725%
CPSC
711
Carl P. Sherr & Co
Massachusetts
$2.57M -$32.6K -147 -1%
FFO
712
Fiduciary Family Office
Florida
$2.56M -$17.3K -78 -0.8%
QPW
713
Quantum Private Wealth
Florida
$2.56M +$4.66K +21 +0.2%
PIM
714
Platinum Investment Management
Australia
$2.54M -$426K -1,918 -16%
TAM
715
Tealwood Asset Management
Minnesota
$2.53M +$2.24M +10,099 New
BLC
716
Blue Line Capital
Illinois
$2.53M -$115K -518 -5%
VIA
717
Virtus Investment Advisers
Connecticut
$2.51M +$4.66K +21 +0.2%
KRSITF
718
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.51M
USPCM
719
Union Square Park Capital Management
New York
$2.51M +$2.22M +10,000 New
LP
720
Longaeva Partners
Illinois
$2.5M +$2.21M +9,966 New
CPCPP
721
Canada Post Corporation Pension Plan
Canada
$2.42M +$2.14M +9,660 New
IAN
722
Integrated Advisors Network
Texas
$2.42M -$605K -2,726 -22%
BFA
723
Brendel Financial Advisors
New Hampshire
$2.41M +$2.13M +9,606 New
WI
724
Wahed Invest
New York
$2.4M -$96.6K -435 -4%
PA
725
Parallel Advisors
California
$2.4M +$325K +1,463 +18%