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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
GM
1126
GeoWealth Management
Illinois
$648K -$11.3K -51 -2%
TC
1127
TownSquare Capital
Utah
$643K +$569K +2,565 New
MCA
1128
Millennium Capital Advisors
Arkansas
$642K +$22.6K +102 +4%
GS
1129
GWN Securities
Florida
$640K +$46.4K +209 +9%
FMI
1130
Frec Markets Inc
California
$639K +$566K +2,551 New
PWA
1131
Pitcairn Wealth Advisors
Pennsylvania
$637K
SL
1132
Sentinus LLC
Illinois
$635K +$563K +2,536 New
TWP
1133
Tyche Wealth Partners
Texas
$633K +$111K +500 +25%
BTI
1134
Blue Trust Inc
Georgia
$626K +$312K +1,407 +129%
CAM
1135
Costello Asset Management
Pennsylvania
$626K -$355K -1,600 -39%
AA
1136
Advisory Alpha
Michigan
$625K +$554K +2,495 New
HW
1137
Hancock Whitney
Mississippi
$624K -$58.4K -263 -12%
SB
1138
SIG Brokerage
New York
$623K +$552K +2,488 New
PL
1139
Perpetual Ltd
Australia
$623K -$251K -1,130 -31%
PAW
1140
Plan A Wealth
Nebraska
$623K +$9.1K +41 +2%
SA
1141
Sovran Advisors
California
$622K -$6.03M -27,178 -93%
EFS
1142
Essex Financial Services
Connecticut
$621K +$3.11K +14 +0.6%
FVWA
1143
Foster Victor Wealth Advisors
South Carolina
$615K +$79.7K +359 +22%
AWP
1144
Abacus Wealth Partners
California
$614K +$30K +135 +6%
LSA
1145
Leonteq Securities AG
Switzerland
$611K -$2.84M -12,801 -84%
HMS
1146
Hanseatic Management Services
New Mexico
$610K +$541K +2,435 New
TCIIS
1147
TIAA-CREF Individual & Institutional Services
New York
$607K +$538K +2,423 New
BIA
1148
Bigelow Investment Advisors
Maine
$606K +$61.7K +278 +13%
KFP
1149
Kerr Financial Planning
California
$605K +$222 +1 +0%
RCM
1150
Requisite Capital Management
Texas
$605K +$2.66K +12 +0.5%