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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
22.45%
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
SC
1201
Shay Capital
New York
$526K -$3.14M -14,150 -87%
NFSG
1202
Newbridge Financial Services Group
Florida
$526K -$131K -589 -22%
CIC
1203
Chilton Investment Company
Connecticut
$525K
GF
1204
GGM Financials
Ohio
$524K +$464K +2,092 New
FA
1205
FDx Advisors
Illinois
$524K +$465K +2,093 New
BIM
1206
Barton Investment Management
Pennsylvania
$522K -$27.7K -125 -6%
GWP
1207
Gateway Wealth Partners
Wisconsin
$519K +$460K +2,071 New
MWPCG
1208
Measured Wealth Private Client Group
New Hampshire
$518K -$8.66K -39 -2%
VCM
1209
Vines Capital Management
Louisiana
$515K -$1.33K -6 -0.3%
IMT
1210
Investment Management Trust
Massachusetts
$514K +$456K +2,052 New
DWT
1211
Dorsey & Whitney Trust
South Dakota
$511K +$50.2K +226 +12%
VWA
1212
Visionary Wealth Advisors
Illinois
$511K -$12.4K -56 -3%
RIA
1213
Regal Investment Advisors
Michigan
$510K -$11.8K -53 -3%
VCM
1214
Voleon Capital Management
California
$510K +$61.5K +277 +16%
IAS
1215
Insigneo Advisory Services
Florida
$510K +$65.3K +294 +17%
LAM
1216
L2 Asset Management
Massachusetts
$509K +$30.4K +137 +7%
GS
1217
GTS Securities
New York
$508K +$113K +507 +33%
SWMG
1218
Signature Wealth Management Group
Georgia
$507K +$449K +2,023 New
CFD
1219
Creative Financial Designs
Indiana
$506K -$23.5K -106 -5%
CFA
1220
Cahill Financial Advisors
Minnesota
$506K +$10.2K +46 +2%
BEI
1221
Benjamin Edwards Inc
Missouri
$505K +$32.6K +147 +8%
AIP
1222
Avail Investment Partners
Pennsylvania
$504K +$447K +2,012 New
MSWM
1223
McGlone Suttner Wealth Management
Wisconsin
$503K -$444 -2 -0.1%
IP
1224
Investment Partners
Ohio
$502K
CH
1225
Canton Hathaway
Rhode Island
$501K