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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
SWM
726
Shelton Wealth Management
Texas
$2.39M -$950K -4,280 -31%
TI
727
Truxt Investmentos
Brazil
$2.39M +$2.12M +9,536 New
GF
728
Gabelli Funds
New York
$2.38M -$333K -1,500 -14%
SWM
729
StoneCrest Wealth Management
Arizona
$2.38M -$89.7K -404 -4%
PNFS
730
PW Nova Financial Services
Pennsylvania
$2.37M +$2.1M +9,475 New
PF
731
Phoenix Financial
Israel
$2.36M -$910K -4,101 -30%
GC
732
Guggenheim Capital
Illinois
$2.35M +$2.08M +9,388 New
SVWAG
733
Sound View Wealth Advisors Group
Georgia
$2.35M -$165K -745 -7%
FFM
734
Fisher Funds Management
New Zealand
$2.33M
CUAMC
735
China Universal Asset Management Company
China
$2.32M +$666K +3,000 +48%
KWA
736
Kingswood Wealth Advisors
California
$2.31M -$53.5K -241 -3%
IAA
737
Independent Advisor Alliance
North Carolina
$2.31M -$12M -53,997 -85%
AA
738
Altrafin AG
$2.31M +$2.04M +9,206 New
Envestnet Portfolio Solutions
739
Envestnet Portfolio Solutions
Illinois
$2.27M -$11.3M -51,069 -85%
KIG
740
Kennedy Investment Group
New Jersey
$2.26M -$101K -454 -5%
VWM
741
Valley Wealth Managers
New Jersey
$2.25M +$1.46M +6,599 +276%
EWA
742
EP Wealth Advisors
California
$2.24M +$597K +2,690 +43%
NWWA
743
New Wave Wealth Advisors
Arkansas
$2.23M +$438K +1,975 +28%
HIA
744
Harbor Investment Advisory
Maryland
$2.23M +$16.9K +76 +0.9%
TF
745
Trek Financial
Arizona
$2.22M +$1.96M +8,842 New
HG
746
Herbst Group
Connecticut
$2.21M +$1.95M +8,800 New
RMC
747
Ring Mountain Capital
California
$2.2M +$26.9K +121 +1%
PVI
748
Pine Valley Investments
New Jersey
$2.19M +$1.94M +8,758 New
JSSH
749
J. Safra Sarasin Holding
$2.19M -$270K -1,218 -12%
S
750
SignatureFD
Georgia
$2.19M +$333K +1,501 +21%