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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
WH
1101
Willner & Heller
California
$705K -$128K -576 -17%
BA
1102
Bluesphere Advisors
Pennsylvania
$704K -$53.3K -240 -8%
MVF
1103
Markin Volterra Fund
New York
$703K +$83.7K +377 +16%
GLA
1104
Great Lakes Advisors
Illinois
$700K +$2K +9 +0.3%
HFW
1105
Horizon Family Wealth
Illinois
$696K -$128K -578 -17%
JTWM
1106
Jackson Thornton Wealth Management
Alabama
$694K +$53.9K +243 +12%
LFG
1107
Larson Financial Group
Missouri
$691K -$45.1K -203 -7%
BFIM
1108
Beese Fulmer Investment Management
Ohio
$683K +$605K +2,726 New
PJWM
1109
Philip James Wealth Mangement
Georgia
$681K -$3.55K -16 -0.6%
FFS
1110
Founders Financial Securities
Maryland
$680K -$11.8K -53 -2%
BPAMU
1111
BTG Pactual Asset Management US
New York
$676K -$159K -715 -21%
NFG
1112
Nations Financial Group
Iowa
$671K -$70.4K -317 -11%
CIM
1113
Cambria Investment Management
California
$669K +$307K +1,384 +108%
MWM
1114
Moran Wealth Management
Florida
$667K +$590K +2,660 New
S
1115
Sunpointe
Missouri
$665K +$589K +2,653 New
RBFC
1116
Roman Butler Fullerton & Co
Missouri
$665K +$2.22K +10 +0.4%
ACA
1117
Aptus Capital Advisors
Alabama
$664K +$113K +509 +24%
RFG
1118
Range Financial Group
Oregon
$657K +$38.6K +174 +7%
FCT
1119
First Community Trust
Iowa
$653K +$109K +490 +23%
SWA
1120
Strategies Wealth Advisors
Michigan
$649K -$276K -1,243 -32%
JCM
1121
J2 Capital Management
Michigan
$649K +$574K +2,588 New
SACTSONJ
1122
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$648K +$574K +2,587 New
FPGK
1123
Financial Partners Group (Kansas)
Kansas
$648K -$33.3K -150 -5%
BFA
1124
Beacon Financial Advisory
Ohio
$648K +$42K +189 +8%
APWM
1125
Argonautica Private Wealth Management
Massachusetts
$648K +$574K +2,585 New