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
LIM
1001
Leavell Investment Management
Alabama
$932K -$24.4K -110 -3%
AU
1002
Algebris (UK)
United Kingdom
$930K -$215K -970 -21%
DAS
1003
Daybright Advisory Services
Florida
$928K -$1.04M -4,684 -56%
SMC
1004
Smith, Moore & Co
Missouri
$925K -$36.2K -163 -4%
MWM
1005
Mosley Wealth Management
California
$924K +$14K +63 +1%
AP
1006
Americana Partners
Texas
$921K +$148K +668 +22%
AAM
1007
Aureus Asset Management
Massachusetts
$920K
LWM
1008
LightSquare Wealth Management
Michigan
$920K +$815K +3,672 New
KWM
1009
Kingsman Wealth Management
Florida
$917K -$1.7M -7,665 -68%
GWMR
1010
GC Wealth Management RIA
Massachusetts
$914K +$44.6K +201 +6%
PTC
1011
Private Trust Company
Ohio
$914K -$133K -601 -14%
BHIA
1012
Birch Hill Investment Advisors
Massachusetts
$908K +$189K +850 +31%
NWMG
1013
National Wealth Management Group
Ohio
$905K -$444K -2,002 -36%
AC
1014
AXQ Capital
New Jersey
$905K -$712K -3,207 -47%
CI
1015
Cigna Investments
Connecticut
$902K -$20.4K -92 -2%
AIM
1016
Advyzon Investment Management
Illinois
$898K +$85K +383 +12%
AF
1017
Advisornet Financial
Minnesota
$895K +$604K +2,721 +319%
GT
1018
Glenmede Trust
Pennsylvania
$890K +$789K +3,553 New
VAS
1019
Vestmark Advisory Solutions
Massachusetts
$889K -$520K -2,342 -40%
RS
1020
Rakuten Securities
Japan
$888K -$800K -3,605 -50%
AWM
1021
Accurate Wealth Management
Florida
$887K +$77K +347 +13%
MGIA
1022
Moneta Group Investment Advisors
Missouri
$880K +$2.66K +12 +0.3%
MWM
1023
Mindset Wealth Management
Indiana
$879K -$92.8K -418 -11%
HFAS
1024
Hummer Financial Advisory Services
Illinois
$877K
IWA
1025
Icon Wealth Advisors
Texas
$874K -$3.11K -14 -0.5%