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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
PWA
1276
Prairie Wealth Advisors
Nebraska
$441K
EFG
1277
Ethos Financial Group
Pennsylvania
$440K +$46.2K +208 +13%
BWM
1278
Bosman Wealth Management
California
$432K -$30.6K -138 -7%
CA
1279
Commerzbank Aktiengesellschaft
Germany
$429K +$380K +1,714 New
PWG
1280
Portside Wealth Group
Utah
$429K +$85K +383 +29%
XF
1281
XML Financial
Maryland
$429K +$76.6K +345 +25%
SS
1282
Sunbelt Securities
Texas
$427K +$57.7K +260 +18%
MIG
1283
McGuire Investment Group
Rhode Island
$423K
WFC
1284
Western Financial Corp
California
$421K +$373K +1,679 New
BRPW
1285
Ballast Rock Private Wealth
South Carolina
$420K +$222 +1 +0.1%
GAM
1286
Guinness Asset Management
United Kingdom
$420K -$108K -488 -23%
WFI
1287
West Family Investments
California
$418K -$172K -775 -32%
KAM
1288
Knightsbridge Asset Management
California
$417K +$370K +1,665 New
GWP
1289
Gen-Wealth Partners
Michigan
$416K +$3.33K +15 +0.9%
PWMAG
1290
Pinnacle Wealth Management Advisory Group
New Jersey
$414K +$70.6K +318 +24%
B
1291
Bellecapital
Switzerland
$413K -$312K -1,407 -46%
ISL
1292
Ingalls & Snyder LLC
New York
$412K -$217K -979 -37%
VCP
1293
Verus Capital Partners
Arizona
$411K -$538K -2,424 -60%
SIC
1294
SJS Investment Consulting
Ohio
$410K +$180K +812 +99%
TCM
1295
Tran Capital Management
California
$409K
PAG
1296
Poinciana Advisors Group
Florida
$407K
LTAS
1297
Linden Thomas Advisory Services
North Carolina
$406K +$360K +1,621 New
EA
1298
Enclave Advisors
Texas
$405K -$273K -1,232 -43%
WMA
1299
Wealth Management Associates
New Jersey
$405K -$279K -1,256 -44%
GWM
1300
Gilpin Wealth Management
Colorado
$400K -$2.22K -10 -0.6%