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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
TVM
1076
True Vision MN
Minnesota
$743K -$21.8K -98 -3%
DC
1077
Davenport & Co
Virginia
$743K +$33.3K +150 +5%
SWP
1078
Sagespring Wealth Partners
Tennessee
$742K +$37.5K +169 +6%
NRG
1079
Nemes Rush Group
Michigan
$742K -$888 -4 -0.1%
OC
1080
Opinicus Capital
Florida
$742K -$150K -675 -19%
SFS
1081
Sharp Financial Services
Pennsylvania
$740K -$11.1K -50 -2%
ACM
1082
Alta Capital Management
Utah
$738K +$222 +1 +0%
HWM
1083
Hohimer Wealth Management
Washington
$737K -$737K -3,322 -53%
ACM
1084
Alpha Capital Management
Texas
$735K +$87.7K +395 +16%
GPA
1085
Guerra Pan Advisors
New Jersey
$734K
MLL
1086
Moody Lynn & Lieberson
Massachusetts
$732K
IAMOG
1087
Investors Asset Management of Georgia
Georgia
$732K
MFG
1088
Magnus Financial Group
New York
$727K +$93.7K +422 +17%
AIP
1089
Almanack Investment Partners
Pennsylvania
$727K -$17.5K -79 -3%
CPA
1090
Capital Performance Advisors
California
$724K +$56.6K +255 +10%
LA
1091
LexAurum Advisors
Kansas
$724K +$641K +2,889 New
DCM
1092
Dudley Capital Management
Virginia
$720K -$133K -600 -17%
OL
1093
Optas LLC
Texas
$718K -$2.89K -13 -0.5%
PIA
1094
Petredis Investment Advisors
Pennsylvania
$717K
Tudor Investment Corp
1095
Tudor Investment Corp
Connecticut
$717K +$635K +2,861 New
AWM
1096
Atticus Wealth Management
Florida
$713K -$18.6K -84 -3%
WEG
1097
World Equity Group
Illinois
$712K +$21.3K +96 +3%
SAM
1098
Smartleaf Asset Management
Massachusetts
$711K +$90.3K +407 +15%
LWL
1099
Leo Wealth LLC
Texas
$711K -$44.6K -201 -7%
FFG
1100
Fiduciary Financial Group
California
$706K -$123K -555 -16%