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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
GCP
801
GSA Capital Partners
United Kingdom
$1.81M +$240K +1,082 +18%
EP
802
Essential Partners
California
$1.81M +$31.1K +140 +2%
RWM
803
Ritholtz Wealth Management
New York
$1.81M +$930K +4,190 +137%
PCP
804
Perbak Capital Partners
United Kingdom
$1.81M +$28.9K +130 +2%
EA
805
Emerald Advisers
Pennsylvania
$1.81M
PPW
806
Parcion Private Wealth
Washington
$1.8M +$143K +642 +10%
Hudson Bay Capital Management
807
Hudson Bay Capital Management
Connecticut
$1.79M -$213M -957,462 -99%
DIM
808
Delta Investment Management
California
$1.79M -$39.7K -179 -2%
CF
809
Centaurus Financial
California
$1.78M +$370K +1,669 +31%
DWP
810
Daymark Wealth Partners
Ohio
$1.78M +$72.1K +325 +5%
EWA
811
EverSource Wealth Advisors
Alabama
$1.76M +$456K +2,055 +41%
CA
812
Clearstead Advisors
Ohio
$1.76M +$65.7K +296 +4%
SMH
813
Sanders Morris Harris
Texas
$1.75M +$1.55M +7,000 New
SFI
814
Siemens Fonds Invest
Germany
$1.75M +$27.5K +124 +2%
CCG
815
Cloverfields Capital Group
Minnesota
$1.74M
SCM
816
Stevens Capital Management
Pennsylvania
$1.72M -$1.27M -5,729 -46%
WE
817
Wealth Effects
Massachusetts
$1.72M
OFS
818
OneAscent Financial Services
Alabama
$1.7M -$68.1K -307 -4%
XT
819
XTX Topco
Cayman Islands
$1.69M -$3.89M -17,537 -72%
PWS
820
Peterson Wealth Services
Utah
$1.69M -$6.66K -30 -0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
821
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.69M +$1.5M +6,748 New
BAM
822
Belpointe Asset Management
Nevada
$1.69M -$582K -2,622 -28%
IRP
823
Investment Research Partners
Pennsylvania
$1.69M +$44.8K +202 +3%
BCM
824
Brookstone Capital Management
Illinois
$1.69M +$966K +4,352 +183%
GLAM
825
Gardner Lewis Asset Management
Pennsylvania
$1.68M -$354K -1,595 -19%