We are live on ! Find out more

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
CIAM
876
Caitong International Asset Management
Hong Kong
$1.4M +$358K +1,612 +40%
BRWA
877
B. Riley Wealth Advisors
Florida
$1.39M -$46K -207 -3%
CA
878
CoreCap Advisors
Michigan
$1.38M -$201K -905 -14%
APA
879
Astoria Portfolio Advisors
New York
$1.38M +$32.2K +145 +4%
WLG
880
Williamson Legacy Group
Indiana
$1.38M +$1.22M +5,509 New
HFM
881
Hartford Funds Management
Pennsylvania
$1.38M -$334K -1,506 -22%
CWM
882
Cornerstone Wealth Management
Missouri
$1.37M +$22.2K +100 +2%
DCA
883
DB&C Advisors
Michigan
$1.37M -$5.33K -24 -0.4%
HHCP
884
Hilton Head Capital Partners
South Carolina
$1.36M -$21.8K -98 -2%
CCA
885
Catalyst Capital Advisors
New York
$1.36M
GCM
886
Graham Capital Management
Connecticut
$1.35M -$2.41M -10,849 -67%
EB
887
Eastern Bank
Massachusetts
$1.35M +$11.1K +50 +0.9%
EW
888
Evoke Wealth
California
$1.34M +$244K +1,097 +26%
TFA
889
Toth Financial Advisory
Virginia
$1.34M +$488K +2,200 +70%
HGA
890
Hobbs Group Advisors
South Carolina
$1.34M -$81.5K -367 -6%
CHAM
891
Clear Harbor Asset Management
Connecticut
$1.33M +$4K +18 +0.3%
MP
892
McDonald Partners
Ohio
$1.32M +$76.1K +343 +7%
IWP
893
Insight Wealth Partners
Texas
$1.32M +$1.33K +6 +0.1%
BWP
894
Burling Wealth Partners
Illinois
$1.31M +$2.66K +12 +0.2%
ACM
895
Accent Capital Management
Ohio
$1.31M +$4.66K +21 +0.4%
7WCP
896
71 West Capital Partners
Massachusetts
$1.31M +$61K +275 +6%
CIS
897
Custom Index Systems
New York
$1.3M -$12K -54 -1%
WPC
898
Wedmont Private Capital
Pennsylvania
$1.3M +$201K +906 +24%
HBW
899
Hazlett, Burt & Watson
West Virginia
$1.29M +$2.44K +11 +0.2%
PCM
900
Presidio Capital Management
California
$1.29M +$10.4K +47 +0.9%