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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
RFN
1051
Redwood Financial Network
Ohio
$801K -$76.4K -344 -10%
JCM
1052
Jacobi Capital Management
Pennsylvania
$800K +$51.5K +232 +8%
LWM
1053
Liberty Wealth Management
California
$800K -$90.8K -409 -11%
SOW
1054
State of Wyoming
Wyoming
$800K -$53.3K -240 -7%
TAM
1055
Titleist Asset Management
Texas
$796K -$160K -723 -19%
CIA
1056
Caerus Investment Advisors
Texas
$793K +$216K +974 +44%
AWA
1057
Aaron Wealth Advisors
Illinois
$791K +$147K +660 +26%
LCM
1058
Legato Capital Management
California
$788K
PJSIMP
1059
P.J. Schmidt Investment Management (PJS)
Wisconsin
$786K +$18.9K +85 +3%
JFG
1060
Jefferies Financial Group
New York
$785K -$11.1M -50,050 -94%
FWP
1061
Forefront Wealth Partners
Texas
$784K -$404K -1,818 -37%
HIC
1062
Holderness Investments Company
North Carolina
$780K +$282K +1,272 +69%
WI
1063
Wealth Intelligence
Georgia
$780K +$691K +3,111 New
CRC
1064
Curi RMB Capital
Illinois
$774K +$258K +1,162 +60%
FFA
1065
Fairfield Financial Advisors
Massachusetts
$769K +$112K +504 +20%
SIC
1066
SFE Investment Counsel
California
$765K +$7.1K +32 +1%
AT
1067
American Trust
Kentucky
$762K -$188K -846 -22%
SAI
1068
Savvy Advisors Inc
New York
$760K +$359K +1,618 +114%
BS
1069
Banco Santander
Spain
$758K -$669K -3,015 -50%
TCBWMS
1070
Texas Capital Bank Wealth Management Services
Texas
$757K +$155K +700 +30%
RA
1071
Rational Advisors
New York
$757K +$671K +3,021 New
TCPG
1072
Trivant Custom Portfolio Group
California
$754K +$668K +3,011 New
AFM
1073
Aspetuck Financial Management
Connecticut
$752K
LJAC
1074
L.J. Altfest & Co
New York
$750K +$665K +2,994 New
PTC
1075
Philadelphia Trust Company
Pennsylvania
$745K +$111K +500 +20%