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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
MWM
1151
Mission Wealth Management
California
$604K -$590K -2,656 -52%
ORG
1152
Optimist Retirement Group
Washington
$603K -$12.2K -55 -2%
NICM
1153
Neo Ivy Capital Management
New York
$603K +$534K +2,405 New
LCM
1154
Laurion Capital Management
New York
$601K -$799K -3,600 -60%
PTP
1155
Platform Technology Partners
New York
$601K -$111K -500 -17%
RT
1156
Rockland Trust
Massachusetts
$597K -$15.8K -71 -3%
AWM
1157
Ariadne Wealth Management
California
$595K +$22.9K +103 +5%
TM
1158
TigerOak Management
New Mexico
$592K -$9.1K -41 -2%
KRW
1159
Kaufman Rossin Wealth
Florida
$590K -$180K -812 -26%
WCM
1160
Washburn Capital Management
Florida
$589K -$33.3K -150 -6%
PFPG
1161
Pinnacle Financial Partners (Georgia)
Georgia
$588K +$109K +490 +26%
CWWM
1162
Clear Wave Wealth Management
New Jersey
$587K +$520K +2,343 New
CFS
1163
CRA Financial Services
New Jersey
$583K -$4.88K -22 -0.9%
HPC
1164
HM Payson & Co
Maine
$582K -$27.1K -122 -5%
PCIG
1165
Partners Capital Investment Group
Massachusetts
$581K -$111K -500 -18%
IA
1166
Invested Advisors
Pennsylvania
$581K -$5.77K -26 -1%
TCA
1167
Transcend Capital Advisors
New Jersey
$581K -$1.11K -5 -0.2%
NG
1168
Norden Group
Utah
$578K +$512K +2,305 New
SW
1169
Simplicity Wealth
New Jersey
$576K +$144K +649 +39%
SAM
1170
Secure Asset Management
Michigan
$574K +$34.2K +154 +7%
CDDEC
1171
Caisse Des Depots Et Consignations
France
$572K +$507K +2,282 New
GWM
1172
Goldenstone Wealth Management
California
$568K +$888 +4 +0.2%
EFG
1173
Elm3 Financial Group
Georgia
$567K -$13.5K -61 -3%
WW
1174
Waterfront Wealth
Kansas
$564K -$666 -3 -0.1%
CNWM
1175
Clay Northam Wealth Management
California
$564K