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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
PFS
1176
Prospect Financial Services
New York
$561K -$59.9K -270 -11%
OAM
1177
Ostrum Asset Management
France
$560K -$985K -4,437 -67%
OFG
1178
Oxford Financial Group
Indiana
$559K +$495K +2,231 New
FM
1179
Family Management
New York
$557K +$70.4K +317 +17%
AFGAS
1180
Allegiance Financial Group Advisory Services
Virginia
$557K +$169K +763 +52%
GJIA
1181
Glass Jacobson Investment Advisors
Maryland
$556K
BF
1182
bLong Financial
Tennessee
$556K -$111K -500 -18%
CFSG
1183
Clark Financial Services Group
Missouri
$554K +$491K +2,210 New
SFC
1184
SYM Financial Corp
Indiana
$554K -$52.8K -238 -10%
NA
1185
Nautilus Advisors
California
$551K +$12.7K +57 +3%
GWM
1186
Geneos Wealth Management
Colorado
$547K +$44.8K +202 +10%
Bessemer Group
1187
Bessemer Group
New Jersey
$545K +$357K +1,606 +283%
AFC
1188
Avise Financial Cooperative
California
$545K -$40.4K -182 -8%
AA
1189
Aire Advisors
California
$544K +$33.3K +150 +7%
QFW
1190
QTR Family Wealth
Florida
$543K +$165K +744 +74%
HIS
1191
Horizon Investment Services
Indiana
$543K -$5.55K -25 -1%
BW
1192
Balance Wealth
Ohio
$539K +$13.3K +60 +3%
RWB
1193
RMR Wealth Builders
New Jersey
$538K +$20.2K +91 +4%
LWM
1194
LeConte Wealth Management
Tennessee
$533K +$78.1K +352 +20%
MWM
1195
Modera Wealth Management
New Jersey
$533K +$11.5K +52 +3%
RCAG
1196
Rehmann Capital Advisory Group
Michigan
$532K +$121K +544 +34%
AAS
1197
Ameritas Advisory Services
Nebraska
$531K -$36K -162 -7%
CWP
1198
Cyndeo Wealth Partners
Florida
$530K -$40.2K -181 -8%
O
1199
Ossiam
France
$529K -$159K -715 -25%
RFW
1200
Redwood Family Wealth
Texas
$528K +$1.11K +5 +0.2%