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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
SFS
1051
Sowell Financial Services
Arkansas
$802K +$37.3K +168 +6%
RFN
1052
Redwood Financial Network
Ohio
$801K -$76.4K -344 -10%
JCM
1053
Jacobi Capital Management
Pennsylvania
$800K +$51.5K +232 +8%
LWM
1054
Liberty Wealth Management
California
$800K -$90.8K -409 -11%
SOW
1055
State of Wyoming
Wyoming
$800K -$53.3K -240 -7%
TAM
1056
Titleist Asset Management
Texas
$796K -$160K -723 -19%
CIA
1057
Caerus Investment Advisors
Texas
$793K +$216K +974 +44%
AWA
1058
Aaron Wealth Advisors
Illinois
$791K +$147K +660 +26%
LCM
1059
Legato Capital Management
California
$788K
PJSIMP
1060
P.J. Schmidt Investment Management (PJS)
Wisconsin
$786K +$18.9K +85 +3%
JFG
1061
Jefferies Financial Group
New York
$785K -$11.1M -50,050 -94%
FWP
1062
Forefront Wealth Partners
Texas
$784K -$404K -1,818 -37%
HIC
1063
Holderness Investments Company
North Carolina
$780K +$282K +1,272 +69%
WI
1064
Wealth Intelligence
Georgia
$780K +$691K +3,111 New
CRC
1065
Curi RMB Capital
Illinois
$774K +$258K +1,162 +60%
FFA
1066
Fairfield Financial Advisors
Massachusetts
$769K +$112K +504 +20%
SIC
1067
SFE Investment Counsel
California
$765K +$7.1K +32 +1%
AT
1068
American Trust
Kentucky
$762K -$188K -846 -22%
SAI
1069
Savvy Advisors Inc
New York
$760K +$359K +1,618 +114%
BS
1070
Banco Santander
Spain
$758K -$669K -3,015 -50%
TCBWMS
1071
Texas Capital Bank Wealth Management Services
Texas
$757K +$155K +700 +30%
RA
1072
Rational Advisors
New York
$757K +$671K +3,021 New
TCPG
1073
Trivant Custom Portfolio Group
California
$754K +$668K +3,011 New
AFM
1074
Aspetuck Financial Management
Connecticut
$752K
LJAC
1075
L.J. Altfest & Co
New York
$750K +$665K +2,994 New