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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
GSWM
851
Golden State Wealth Management
California
$1.53M +$192K +865 +17%
FCM
852
Fourpath Capital Management
Oklahoma
$1.52M +$974K +4,388 +262%
WAM
853
Westport Asset Management
Connecticut
$1.5M -$444K -2,000 -25%
SGCA
854
Steel Grove Capital Advisors
Tennessee
$1.5M +$888 +4 +0.1%
WWM
855
Walser Wealth Management
Florida
$1.5M -$8.66K -39 -0.6%
WIS
856
Wright Investors Service
Connecticut
$1.5M +$142K +638 +12%
BHC
857
Bull Harbor Capital
Maryland
$1.48M +$1.31M +5,908 New
BCM
858
Berbice Capital Management
New York
$1.48M
MBWA
859
Marin Bay Wealth Advisors
California
$1.47M -$11.5K -52 -0.9%
MA
860
MCF Advisors
Kentucky
$1.47M +$95.7K +431 +8%
AFG
861
Atomi Financial Group
New York
$1.46M +$189K +850 +17%
APC
862
Aspire Private Capital
North Carolina
$1.45M -$282K -1,271 -18%
TW
863
Tempo Wealth
Ohio
$1.45M +$109K +491 +9%
SLWA
864
San Luis Wealth Advisors
California
$1.45M +$72.8K +328 +6%
EC
865
EdgeRock Capital
Colorado
$1.45M -$506K -2,279 -28%
SYBT
866
Stock Yards Bank & Trust
Kentucky
$1.44M -$11.1K -50 -0.9%
SAM
867
S.A. Mason
Michigan
$1.43M -$3.55K -16 -0.3%
SCM
868
Sidoxia Capital Management
California
$1.43M +$1.27M +5,710 New
FTWA
869
Fifth Third Wealth Advisors
Ohio
$1.43M +$737K +3,320 +140%
FAM
870
Formidable Asset Management
Ohio
$1.42M -$35.1K -158 -2%
SCP
871
Silverleafe Capital Partners
Tennessee
$1.41M +$1.25M +5,637 New
PL
872
Plancorp LLC
Missouri
$1.41M -$120K -540 -10%
IA
873
Integrity Alliance
Iowa
$1.41M +$75.7K +341 +6%
OWG
874
Oxford Wealth Group
Florida
$1.41M -$64.6K -291 -5%
PWS
875
Precision Wealth Strategies
Missouri
$1.41M +$1.33K +6 +0.1%