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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
DAS
776
Dynamic Advisor Solutions
Arizona
$1.97M +$77.3K +348 +5%
AMCA
777
Arthur M. Cohen & Associates
Illinois
$1.97M +$211K +950 +14%
NAM
778
NorthCrest Asset Manangement
Minnesota
$1.96M -$90.8K -409 -5%
CAM
779
Congress Asset Management
Massachusetts
$1.95M
CIA
780
Cladis Investment Advisory
Montana
$1.95M -$403K -1,815 -19%
LSA
781
L & S Advisors
California
$1.94M -$1.58M -7,129 -48%
WIM
782
WealthPlan Investment Management
Nebraska
$1.93M -$150K -677 -8%
KeyBank National Association
783
KeyBank National Association
Ohio
$1.91M +$52.8K +238 +3%
SCP
784
Sivia Capital Partners
California
$1.9M +$467K +2,105 +38%
TY
785
Titiun Yejiel
$1.9M -$235K -1,060 -12%
AA
786
ALPS Advisors
Colorado
$1.88M -$508K -2,290 -23%
WA
787
Waddell & Associates
Tennessee
$1.88M +$383K +1,726 +30%
QI
788
Qtron Investments
Massachusetts
$1.88M
AWM
789
AE Wealth Management
Kansas
$1.87M -$316K -1,423 -16%
AM
790
AGF Management
Ontario, Canada
$1.86M -$694K -3,126 -30%
AG
791
AIA Group
Hong Kong
$1.85M
WIA
792
World Investment Advisors
California
$1.85M +$203K +916 +14%
WC
793
Waterloo Capital
Texas
$1.85M -$294K -1,326 -15%
IAAG
794
Innovative Asset Advisors Group
Connecticut
$1.84M +$1.63M +7,349 New
RIS
795
Richmond Investment Services
Wisconsin
$1.84M -$149K -671 -8%
MK
796
MASTERINVEST Kapitalanlage
$1.84M -$388K -1,749 -19%
LCM
797
LDR Capital Management
New York
$1.83M
DCA
798
DSG Capital Advisors
Minnesota
$1.82M +$151K +680 +10%
ACM
799
Arlington Capital Management
Illinois
$1.82M -$136K -614 -8%
MAG
800
MRA Advisory Group
New Jersey
$1.82M +$59.3K +267 +4%