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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
WCA
751
Westover Capital Advisors
Delaware
$2.18M -$22.2K -100 -1%
GDCM
752
Galaxy Digital Capital Management
New York
$2.16M -$2.7M -12,173 -59%
SW
753
SMART Wealth
Nebraska
$2.15M +$1.06M +4,770 +125%
LFAS
754
Level Four Advisory Services
Texas
$2.14M -$365K -1,644 -16%
FLPIM
755
F.L. Putnam Investment Management
Massachusetts
$2.13M -$4.66K -21 -0.2%
VFA
756
Valeo Financial Advisors
Indiana
$2.13M -$96.1K -433 -5%
FG
757
Foresight Group
United Kingdom
$2.12M +$996K +4,487 +98%
HCMT
758
Highland Capital Management (Tennessee)
Tennessee
$2.12M +$979K +4,411 +109%
S
759
ShariaPortfolio
Florida
$2.11M -$786K -3,540 -30%
HIS
760
Harvest Investment Services
Illinois
$2.1M -$23.8K -107 -1%
CW
761
CreativeOne Wealth
Kansas
$2.09M -$323K -1,456 -15%
WAS
762
WESPAC Advisors SoCal
California
$2.08M +$1.84M +8,293 New
EOJOAM
763
E. Ohman J:or Asset Management
Sweden
$2.08M -$66.6K -300 -3%
CTA
764
Chesley Taft & Associates
Illinois
$2.04M -$284K -1,279 -14%
KCFA
765
Key Client Fiduciary Advisors
New Jersey
$2.03M +$63.3K +285 +4%
QT
766
Quantbot Technologies
New York
$2.03M -$10.1M -45,305 -85%
PS
767
Principal Securities
Iowa
$2.02M +$253K +1,141 +16%
OBAM
768
ODDO BHF Asset Management
France
$2.02M +$1.79M +8,062 New
CG
769
Caprock Group
Idaho
$2M +$1.09M +4,902 +158%
RC
770
Rithm Capital
New York
$2M +$222K +1,000 +14%
NPCM
771
New Paradigm Capital Management
Virginia
$2M +$1.78M +8,000 New
TCWM
772
Total Clarity Wealth Management
Illinois
$2M -$894K -4,029 -33%
IP
773
Intellectus Partners
California
$1.99M -$77.7K -350 -4%
PGWM
774
Parisi Gray Wealth Management
New Jersey
$1.98M +$889K +4,005 +103%
KWM
775
Kingsview Wealth Management
Oregon
$1.98M +$153K +689 +10%