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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
FFG
1101
Fiduciary Financial Group
California
$706K -$123K -555 -16%
WH
1102
Willner & Heller
California
$705K -$128K -576 -17%
BA
1103
Bluesphere Advisors
Pennsylvania
$704K -$53.3K -240 -8%
MVF
1104
Markin Volterra Fund
New York
$703K +$83.7K +377 +16%
GLA
1105
Great Lakes Advisors
Illinois
$700K +$2K +9 +0.3%
HFW
1106
Horizon Family Wealth
Illinois
$696K -$128K -578 -17%
JTWM
1107
Jackson Thornton Wealth Management
Alabama
$694K +$53.9K +243 +12%
LFG
1108
Larson Financial Group
Missouri
$691K -$45.1K -203 -7%
BFIM
1109
Beese Fulmer Investment Management
Ohio
$683K +$605K +2,726 New
PJWM
1110
Philip James Wealth Mangement
Georgia
$681K -$3.55K -16 -0.6%
FFS
1111
Founders Financial Securities
Maryland
$680K -$11.8K -53 -2%
BPAMU
1112
BTG Pactual Asset Management US
New York
$676K -$159K -715 -21%
NFG
1113
Nations Financial Group
Iowa
$671K -$70.4K -317 -11%
CIM
1114
Cambria Investment Management
California
$669K +$307K +1,384 +108%
MWM
1115
Moran Wealth Management
Florida
$667K +$590K +2,660 New
S
1116
Sunpointe
Missouri
$665K +$589K +2,653 New
RBFC
1117
Roman Butler Fullerton & Co
Missouri
$665K +$2.22K +10 +0.4%
ACA
1118
Aptus Capital Advisors
Alabama
$664K +$113K +509 +24%
RFG
1119
Range Financial Group
Oregon
$657K +$38.6K +174 +7%
FCT
1120
First Community Trust
Iowa
$653K +$109K +490 +23%
SWA
1121
Strategies Wealth Advisors
Michigan
$649K -$276K -1,243 -32%
JCM
1122
J2 Capital Management
Michigan
$649K +$574K +2,588 New
SACTSONJ
1123
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$648K +$574K +2,587 New
FPGK
1124
Financial Partners Group (Kansas)
Kansas
$648K -$33.3K -150 -5%
BFA
1125
Beacon Financial Advisory
Ohio
$648K +$42K +189 +8%