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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
CAM
976
CenterStar Asset Management
Illinois
$989K +$876K +3,946 New
MWM
977
Maridea Wealth Management
New York
$988K +$875K +3,942 New
WCM
978
WealthBridge Capital Management
Ohio
$985K -$116K -521 -12%
SFC
979
Swisher Financial Concepts
Ohio
$983K +$6.88K +31 +0.8%
FFA
980
Fi3 Financial Advisors
Indiana
$980K +$95.2K +429 +12%
PP
981
PDS Planning
Ohio
$975K +$60.6K +273 +8%
RL
982
Retireful LLC
Michigan
$972K +$861K +3,879 New
CA
983
Calton & Associates
Florida
$967K -$190K -856 -18%
MAC
984
Mason & Associates (California)
California
$966K +$1.11K +5 +0.1%
WCM
985
Washington Capital Management
Washington
$965K -$189K -850 -18%
SAM
986
Seelaus Asset Management
New Jersey
$965K
PA
987
Profund Advisors
Maryland
$962K +$853K +3,841 New
TA
988
Tactive Advisors
Florida
$960K +$207K +933 +32%
BW
989
BostonPremier Wealth
Massachusetts
$959K
PRS
990
Pinkerton Retirement Specialists
Idaho
$957K +$25.5K +115 +2%
EWA
991
Exencial Wealth Advisors
Oklahoma
$954K +$42.4K +191 +5%
SFFS
992
Stonehage Fleming Financial Services
Jersey
$947K
HSA
993
HBK Sorce Advisory
Pennsylvania
$945K +$107K +481 +21%
PFU
994
Parus Finance (UK)
United Kingdom
$945K -$142K -641 -15%
HA
995
Herold Advisors
New York
$944K -$116K -523 -12%
HFS
996
Hantz Financial Services
Michigan
$937K -$19.5K -88 -2%
MCM
997
Magnolia Capital Management
New York
$937K +$142K +640 +21%
DS
998
DRW Securities
Illinois
$934K -$65K -293 -7%
TRCT
999
Tower Research Capital (TRC)
New York
$934K +$296K +1,332 +56%
MAM
1000
MWA Asset Management
Massachusetts
$932K +$109K +493 +15%