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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
AWA
1026
Acumen Wealth Advisors
Tennessee
$871K +$725K +3,266 +1,548%
BP
1027
Ballentine Partners
Massachusetts
$865K +$97.7K +440 +15%
DCU
1028
Dara Capital US
Florida
$862K +$15.5K +70 +2%
AIP
1029
Ameritas Investment Partners
Nebraska
$860K +$762K +3,431 New
FA
1030
Fedenia Advisers
Wisconsin
$854K
ACM
1031
Advisors Capital Management
New Jersey
$853K +$19.8K +89 +3%
FSA
1032
Fort Sheridan Advisors
Illinois
$851K -$3.11K -14 -0.4%
AO
1033
Advisor OS
Illinois
$850K -$9.32K -42 -1%
BFP
1034
Beacon Financial Planning
Massachusetts
$846K +$750K +3,378 New
WMA
1035
West Michigan Advisors
Michigan
$845K +$749K +3,373 New
CIM
1036
Caldwell Investment Management
Ontario, Canada
$844K +$799K +3,600 New
CCFM
1037
Clear Creek Financial Management
Washington
$839K -$79.5K -358 -10%
CWM
1038
Concentrum Wealth Management
California
$837K +$8.21K +37 +1%
SCM
1039
SCS Capital Management
Massachusetts
$834K -$4.66K -21 -0.6%
RIP
1040
Reliant Investment Partners
North Carolina
$834K +$167K +753 +29%
BBHC
1041
Brown Brothers Harriman & Co
New York
$827K +$687K +3,094 +1,488%
1W
1042
1776 Wealth
Georgia
$823K +$11.1K +50 +2%
CT
1043
Chicago Trust
Illinois
$819K +$319K +1,438 +79%
GAM
1044
Grandview Asset Management
Pennsylvania
$818K -$41.3K -186 -5%
LCS
1045
Levin Capital Strategies
New York
$813K +$638K +2,875 +781%
AAB
1046
ABN AMRO Bank
Netherlands
$809K +$712K +3,209 New
CTC
1047
Central Trust Company
Missouri
$809K +$214K +965 +43%
BFO
1048
Biltmore Family Office
North Carolina
$805K +$713K +3,214 New
ETC
1049
Exchange Traded Concepts
Oklahoma
$802K +$405K +1,826 +133%
SFS
1050
Sowell Financial Services
Arkansas
$802K +$37.3K +168 +6%