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1,824 hedge funds and large institutions have $78.7B invested in Vertiv in 2026 Q1 according to their latest regulatory filings, with 367 funds opening new positions, 666 increasing their positions, 635 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 367 | 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: 1,6101,824 (+214)

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
1,824
Holders Change
+214
Holders Change %
+13.29%
% of All Funds
22.45%
Holding in Top 10
78
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+77.27%
% of All Funds
0.96%
New
367
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
AWA
976
Alta Wealth Advisors
Massachusetts
$990K +$46.6K +210 +6%
CAM
977
CenterStar Asset Management
Illinois
$989K +$876K +3,946 New
MWM
978
Maridea Wealth Management
New York
$988K +$875K +3,942 New
WCM
979
WealthBridge Capital Management
Ohio
$985K -$116K -521 -12%
SFC
980
Swisher Financial Concepts
Ohio
$983K +$6.88K +31 +0.8%
FFA
981
Fi3 Financial Advisors
Indiana
$980K +$95.2K +429 +12%
PP
982
PDS Planning
Ohio
$975K +$60.6K +273 +8%
RL
983
Retireful LLC
Michigan
$972K +$861K +3,879 New
CA
984
Calton & Associates
Florida
$967K -$190K -856 -18%
MAC
985
Mason & Associates (California)
California
$966K +$1.11K +5 +0.1%
WCM
986
Washington Capital Management
Washington
$965K -$189K -850 -18%
SAM
987
Seelaus Asset Management
New Jersey
$965K
PA
988
Profund Advisors
Maryland
$962K +$853K +3,841 New
TA
989
Tactive Advisors
Florida
$960K +$207K +933 +32%
BW
990
BostonPremier Wealth
Massachusetts
$959K
PRS
991
Pinkerton Retirement Specialists
Idaho
$957K +$25.5K +115 +2%
EWA
992
Exencial Wealth Advisors
Oklahoma
$954K +$42.4K +191 +5%
SFFS
993
Stonehage Fleming Financial Services
Jersey
$947K
HSA
994
HBK Sorce Advisory
Pennsylvania
$945K +$107K +481 +21%
PFU
995
Parus Finance (UK)
United Kingdom
$945K -$142K -641 -15%
HA
996
Herold Advisors
New York
$944K -$116K -523 -12%
HFS
997
Hantz Financial Services
Michigan
$937K -$19.5K -88 -2%
MCM
998
Magnolia Capital Management
New York
$937K +$142K +640 +21%
DS
999
DRW Securities
Illinois
$934K -$65K -293 -7%
TRCT
1000
Tower Research Capital (TRC)
New York
$934K +$296K +1,332 +56%