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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
MAM
1001
MWA Asset Management
Massachusetts
$932K +$109K +493 +15%
LIM
1002
Leavell Investment Management
Alabama
$932K -$24.4K -110 -3%
AU
1003
Algebris (UK)
United Kingdom
$930K -$215K -970 -21%
DAS
1004
Daybright Advisory Services
Florida
$928K -$1.04M -4,684 -56%
SMC
1005
Smith, Moore & Co
Missouri
$925K -$36.2K -163 -4%
MWM
1006
Mosley Wealth Management
California
$924K +$14K +63 +1%
AP
1007
Americana Partners
Texas
$921K +$148K +668 +22%
AAM
1008
Aureus Asset Management
Massachusetts
$920K
LWM
1009
LightSquare Wealth Management
Michigan
$920K +$815K +3,672 New
KWM
1010
Kingsman Wealth Management
Florida
$917K -$1.7M -7,665 -68%
GWMR
1011
GC Wealth Management RIA
Massachusetts
$914K +$44.6K +201 +6%
PTC
1012
Private Trust Company
Ohio
$914K -$133K -601 -14%
BHIA
1013
Birch Hill Investment Advisors
Massachusetts
$908K +$189K +850 +31%
NWMG
1014
National Wealth Management Group
Ohio
$905K -$444K -2,002 -36%
AC
1015
AXQ Capital
New Jersey
$905K -$712K -3,207 -47%
CI
1016
Cigna Investments
Connecticut
$902K -$20.4K -92 -2%
AIM
1017
Advyzon Investment Management
Illinois
$898K +$85K +383 +12%
AF
1018
Advisornet Financial
Minnesota
$895K +$604K +2,721 +319%
GT
1019
Glenmede Trust
Pennsylvania
$890K +$789K +3,553 New
VAS
1020
Vestmark Advisory Solutions
Massachusetts
$889K -$520K -2,342 -40%
RS
1021
Rakuten Securities
Japan
$888K -$800K -3,605 -50%
AWM
1022
Accurate Wealth Management
Florida
$887K +$77K +347 +13%
MGIA
1023
Moneta Group Investment Advisors
Missouri
$880K +$2.66K +12 +0.3%
MWM
1024
Mindset Wealth Management
Indiana
$879K -$92.8K -418 -11%
HFAS
1025
Hummer Financial Advisory Services
Illinois
$877K