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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
RBWA
951
RFG - Bristol Wealth Advisors
Massachusetts
$1.08M -$77.9K -351 -8%
SWA
952
Sax Wealth Advisors
New Jersey
$1.08M
EP
953
Edgestream Partners
New Jersey
$1.08M +$956K +4,308 New
MW
954
MBL Wealth
North Carolina
$1.07M +$208K +939 +28%
HT
955
Heritage Trust
Oklahoma
$1.07M +$22.9K +103 +2%
LTM
956
Lotus Technology Management
Florida
$1.06M +$941K +4,240 New
GI
957
GLOBALT Investments
Georgia
$1.06M -$9.77K -44 -1%
ATC
958
Argent Trust Co
Tennessee
$1.06M -$136K -614 -13%
IA
959
Inspire Advisors
Idaho
$1.06M +$26K +117 +3%
HI
960
Harbour Investments
Wisconsin
$1.06M -$464K -2,091 -33%
GWM
961
Greenline Wealth Management
Florida
$1.05M +$23.3K +105 +3%
AA
962
Armis Advisers
Georgia
$1.05M +$50.8K +229 +9%
PWMG
963
Prestige Wealth Management Group
New Jersey
$1.05M -$249K -1,122 -21%
BWM
964
Bluebird Wealth Management
Massachusetts
$1.04M +$34.4K +155 +4%
WI
965
WBI Investments
New Jersey
$1.04M -$237K -1,067 -21%
TFA
966
Trinity Financial Advisors
Ohio
$1.03M -$66.4K -299 -7%
BIM
967
Bridges Investment Management
Nebraska
$1.03M +$4.44K +20 +0.5%
GAA
968
Global Assets Advisory
Florida
$1.03M -$125K -564 -12%
EPA
969
Element Pointe Advisors
Florida
$1.03M -$1.02M -4,591 -53%
BFIC
970
Bedell Frazier Investment Counselling
California
$1.03M -$38.8K -175 -4%
UAS
971
United Asset Strategies
New York
$1.01M +$893K +4,023 New
AGWCA
972
Annis Gardner Whiting Capital Advisors
Florida
$1.01M +$17.3K +78 +2%
VanEck Associates
973
VanEck Associates
New York
$996K +$42.6K +192 +5%
WIA
974
Wealthedge Investment Advisors
New York
$992K +$12.7K +57 +1%
AWA
975
Alta Wealth Advisors
Massachusetts
$990K +$46.6K +210 +6%