We are live on ! Find out more

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
GCM
1226
Gallacher Capital Management
Colorado
$501K
UCMOK
1227
United Capital Management of KS
Kansas
$501K +$444K +2,000 New
LGA
1228
Lebenthal Global Advisors
New York
$498K -$3.77K -17 -0.8%
CRI
1229
Colonial River Investments
Virginia
$496K -$629K -2,835 -59%
FMI
1230
F/M Investments
District of Columbia
$495K -$5.01M -22,549 -92%
RCM
1231
Raleigh Capital Management
North Carolina
$494K -$104K -469 -19%
OCA
1232
OpenArc Corporate Advisory
Georgia
$493K -$20.6K -93 -5%
PCM
1233
Prelude Capital Management
New York
$493K -$719K -3,239 -62%
SIA
1234
Soltis Investment Advisors
Utah
$492K +$97.9K +441 +29%
GGS
1235
Galvin Gaustad & Stein
Arizona
$490K -$32.6K -147 -7%
FCMA
1236
Foresight Capital Management Advisors
Michigan
$490K +$434K +1,956 New
NCM
1237
Narwhal Capital Management
Georgia
$490K -$164K -740 -27%
BBA
1238
Baader Bank Aktiengesellschaft
Germany
$490K +$467K +2,105 New
GIA
1239
Gladstone Institutional Advisory
Florida
$488K -$6.66K -30 -2%
IWM
1240
IHT Wealth Management
Illinois
$486K +$38.8K +175 +10%
PCS
1241
Personal CFO Solutions
New Jersey
$485K -$92.3K -416 -18%
RFA
1242
Register Financial Advisors
Georgia
$481K
AWMT
1243
AAFMAA Wealth Management & Trust
North Carolina
$480K -$460K -2,071 -52%
SI
1244
Severin Investments
Missouri
$479K +$424K +1,910 New
OBWG
1245
Onyx Bridge Wealth Group
New York
$478K +$8.88K +40 +2%
AC
1246
AlphaCore Capital
California
$477K +$422K +1,903 New
TAFW
1247
Tred Avon Family Wealth
Maryland
$476K
BT
1248
Banque Transatlantique
France
$475K +$420K +1,893 New
ACS
1249
Archford Capital Strategies
Illinois
$473K +$68.6K +309 +20%
VEM
1250
Vann Equity Management
Texas
$468K +$415K +1,869 New