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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
22.46%
Holding in Top 10
78
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+77.27%
% of All Funds
0.96%
New
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
PTC
1076
Philadelphia Trust Company
Pennsylvania
$745K +$111K +500 +20%
TVM
1077
True Vision MN
Minnesota
$743K -$21.8K -98 -3%
DC
1078
Davenport & Co
Virginia
$743K +$33.3K +150 +5%
SWP
1079
Sagespring Wealth Partners
Tennessee
$742K +$37.5K +169 +6%
NRG
1080
Nemes Rush Group
Michigan
$742K -$888 -4 -0.1%
OC
1081
Opinicus Capital
Florida
$742K -$150K -675 -19%
SFS
1082
Sharp Financial Services
Pennsylvania
$740K -$11.1K -50 -2%
ACM
1083
Alta Capital Management
Utah
$738K +$222 +1 +0%
HWM
1084
Hohimer Wealth Management
Washington
$737K -$737K -3,322 -53%
ACM
1085
Alpha Capital Management
Texas
$735K +$87.7K +395 +16%
GPA
1086
Guerra Pan Advisors
New Jersey
$734K
MLL
1087
Moody Lynn & Lieberson
Massachusetts
$732K
IAMOG
1088
Investors Asset Management of Georgia
Georgia
$732K
MFG
1089
Magnus Financial Group
New York
$727K +$93.7K +422 +17%
AIP
1090
Almanack Investment Partners
Pennsylvania
$727K -$17.5K -79 -3%
CPA
1091
Capital Performance Advisors
California
$724K +$56.6K +255 +10%
LA
1092
LexAurum Advisors
Kansas
$724K +$641K +2,889 New
DCM
1093
Dudley Capital Management
Virginia
$720K -$133K -600 -17%
OL
1094
Optas LLC
Texas
$718K -$2.89K -13 -0.5%
PIA
1095
Petredis Investment Advisors
Pennsylvania
$717K
Tudor Investment Corp
1096
Tudor Investment Corp
Connecticut
$717K +$635K +2,861 New
AWM
1097
Atticus Wealth Management
Florida
$713K -$18.6K -84 -3%
WEG
1098
World Equity Group
Illinois
$712K +$21.3K +96 +3%
SAM
1099
Smartleaf Asset Management
Massachusetts
$711K +$90.3K +407 +15%
LWL
1100
Leo Wealth LLC
Texas
$711K -$44.6K -201 -7%