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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
EPW
826
Evolve Private Wealth
California
$1.68M +$150K +674 +11%
BIG
827
Brooklyn Investment Group
New York
$1.67M +$463K +2,085 +45%
BNA
828
BankChampaign National Association
Illinois
$1.67M -$89.9K -405 -6%
FAMI
829
Fideuram Asset Management (Ireland)
$1.67M +$345K +1,553 +29%
EI
830
Ellevest Inc
New York
$1.66M +$82.8K +373 +6%
GAG
831
GM Advisory Group
New York
$1.66M -$274K -1,233 -16%
FA
832
FSA Advisors
Michigan
$1.65M +$84.1K +379 +6%
Capstone Investment Advisors
833
Capstone Investment Advisors
New York
$1.64M -$9.23M -41,588 -86%
Brown Advisory
834
Brown Advisory
Maryland
$1.64M +$155K +698 +12%
WF
835
WinCap Financial
Massachusetts
$1.62M +$1.43M +6,454 New
CAM
836
Cresset Asset Management
Illinois
$1.61M +$553K +2,493 +63%
AAP
837
Arax Advisory Partners
Colorado
$1.61M +$440K +1,983 +47%
SQA
838
Simon Quick Advisors
New Jersey
$1.6M -$180K -809 -11%
DACS
839
Dymon Asia Capital (Singapore)
Singapore
$1.59M -$1.6M -7,200 -53%
AssetMark Inc
840
AssetMark Inc
California
$1.59M +$674K +3,034 +91%
MYIA
841
Mount Yale Investment Advisors
Colorado
$1.59M -$181K -817 -11%
CAM
842
Concorde Asset Management
Michigan
$1.58M -$1.43M -6,453 -51%
FAG
843
Fortitude Advisory Group
Washington
$1.58M +$578K +2,605 +70%
RWPA
844
Richard W. Paul & Associates
Michigan
$1.56M -$165K -742 -11%
BCB
845
Brian C. Broderick
$1.55M +$1.38M +6,200 New
EGM
846
Engineers Gate Manager
New York
$1.55M -$18.2M -81,949 -93%
MAM
847
McLaughlin Asset Management
Illinois
$1.54M -$148K -667 -10%
IA
848
IAM Advisory
Pennsylvania
$1.54M -$19.5K -88 -1%
WAM
849
WealthTrust Asset Management
Florida
$1.53M -$16.2K -73 -1%
VT
850
Vise Technologies
New York
$1.53M