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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
AHL
1251
Abel Hall LLC
Louisiana
$467K -$20.2K -91 -5%
AC
1252
ASB Consultores
Florida
$467K
AMPWP
1253
Alvarez & Marsal Private Wealth Partners
Florida
$467K
GFP
1254
Gryphon Financial Partners
Ohio
$466K -$65K -293 -14%
AWM
1255
Aprio Wealth Management
Georgia
$465K +$121K +545 +42%
ICP
1256
Interchange Capital Partners
Pennsylvania
$464K -$214K -965 -20%
TPCW
1257
TD Private Client Wealth
New York
$462K +$60.6K +273 +17%
HCM
1258
Hollencrest Capital Management
California
$460K -$117K -527 -22%
EWM
1259
Empirical Wealth Management
Washington
$459K +$28.9K +130 +8%
MT
1260
Midwest Trust
Kansas
$458K +$17.3K +78 +4%
BBWP
1261
Beacon Bridge Wealth Partners
Pennsylvania
$455K +$2.44K +11 +0.6%
IF
1262
Intrua Financial
Texas
$455K -$444 -2 -0.1%
BWP
1263
BSW Wealth Partners
Colorado
$455K +$90.3K +407 +29%
QWP
1264
Quotient Wealth Partners
Texas
$454K +$9.99K +45 +3%
GT
1265
Greenleaf Trust
Michigan
$452K +$401K +1,805 New
SWA
1266
Stratos Wealth Advisors
Ohio
$452K -$283K -1,274 -41%
RFA
1267
Rollins Financial Advisors
New York
$451K +$44.8K +202 +13%
MA
1268
Montag & Associates
Georgia
$451K
CPC
1269
Congress Park Capital
New York
$450K -$117K -525 -23%
PWPS
1270
Pinnacle Wealth Planning Services
Ohio
$450K +$231K +1,042 +139%
BAM
1271
Blueshift Asset Management
New Jersey
$445K +$33.1K +149 +9%
FCBT
1272
First Citizens Bank & Trust
North Carolina
$444K -$163K -734 -29%
CP
1273
CenterBook Partners
Connecticut
$443K -$5.29M -23,826 -93%
MPG
1274
My Portfolio Guide
California
$443K +$392K +1,767 New
PMAM
1275
Picton Mahoney Asset Management
Ontario, Canada
$442K +$391K +1,762 New