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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
HAG
926
HighPoint Advisor Group
Illinois
$1.19M -$4.92M -22,161 -82%
CA
927
Claro Advisors
Massachusetts
$1.18M +$96.1K +433 +10%
FRM
928
Fox Run Management
Connecticut
$1.18M +$226K +1,016 +25%
PCM
929
Pincus Capital Management
New York
$1.18M +$8.44K +38 +0.8%
CMBA
930
C.M. Bidwell & Associates
Hawaii
$1.18M -$5.77K -26 -0.6%
DWM
931
Dynasty Wealth Management
Florida
$1.17M -$75K -338 -7%
QWM
932
Quadcap Wealth Management
Texas
$1.17M -$134K -603 -11%
LAIC
933
Lederer & Associates Investment Counsel
California
$1.16M -$34.4K -155 -3%
JPMIA
934
J.P. Marvel Investment Advisors
Massachusetts
$1.15M
HIM
935
Hillsdale Investment Management
Ontario, Canada
$1.15M +$1.02M +4,600 New
CAL
936
Capital Analysts LLC
Pennsylvania
$1.15M -$444K -2,000 -30%
C
937
Certuity
Florida
$1.13M +$490K +2,207 +96%
AFP
938
Ausdal Financial Partners
Iowa
$1.13M +$121K +544 +14%
GSEP
939
Golden State Equity Partners
California
$1.13M +$340K +1,530 +52%
KIM
940
Kane Investment Management
California
$1.13M +$24.9K +112 +3%
DADC
941
D.A. Davidson & Co
Montana
$1.12M -$173K -781 -15%
MA
942
MONECO Advisors
Connecticut
$1.11M +$888 +4 +0.1%
RIL
943
Rothschild Investment LLC
Illinois
$1.11M +$386K +1,739 +65%
FRA
944
Frank Rimerman Advisors
California
$1.11M +$164K +737 +20%
TWM
945
Tripletail Wealth Management
Florida
$1.11M -$99.9K -450 -10%
HA
946
Huntleigh Advisors
Missouri
$1.1M +$68.8K +310 +8%
GC
947
Globeflex Capital
California
$1.1M
SC
948
Savant Capital
Illinois
$1.1M +$169K +761 +21%
OWA
949
Outlook Wealth Advisors
Texas
$1.09M -$22K -99 -2%
LSIA
950
LaSalle St. Investment Advisors
Illinois
$1.09M +$3.55K +16 +0.4%