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
CAG
1301
Centerpoint Advisory Group
Kansas
$397K +$56.8K +256 +19%
RBC
1302
Romano Brothers & Co
Illinois
$396K +$351K +1,582 New
RI
1303
Ruggiero Investments
Florida
$394K
RG
1304
Rathbones Group
United Kingdom
$393K -$8.66K -39 -2%
SWM
1305
SeaCrest Wealth Management
New York
$391K -$19.1K -86 -5%
DWM
1306
Drive Wealth Management
Utah
$391K -$22.9K -103 -6%
NWM
1307
Northwest Wealth Management
Iowa
$390K +$346K +1,558 New
CCA
1308
Childress Capital Advisors
Texas
$390K +$444 +2 +0.1%
WQ
1309
Wealth Quarterback
New Jersey
$387K +$343K +1,546 New
MWA
1310
Monograph Wealth Advisors
California
$387K +$343K +1,545 New
PIA
1311
Perennial Investment Advisors
California
$386K +$60.6K +273 +22%
LNB
1312
Ledyard National Bank
$383K -$110K -495 -24%
AIC
1313
Archer Investment Corporation
Indiana
$383K +$327K +1,475 +2,783%
FAFN
1314
First Affirmative Financial Network
Colorado
$382K +$339K +1,526 New
FGA
1315
Fortis Group Advisors
New Jersey
$382K +$8.66K +39 +3%
NP
1316
NorthRock Partners
Minnesota
$380K -$109K -493 -25%
BW
1317
BIP Wealth
Georgia
$380K +$337K +1,517 New
TIAA Trust, National Association
1318
TIAA Trust, National Association
North Carolina
$380K -$18.4M -83,029 -98%
EAM
1319
Empirical Asset Management
Massachusetts
$379K -$136K -613 -29%
BA
1320
Bridgewater Advisors
New York
$377K +$226K +1,019 New
YWS
1321
Yarger Wealth Strategies
Ohio
$376K +$41.5K +187 +14%
CCG
1322
Ceeto Capital Group
Florida
$376K
PUI
1323
Purpose Unlimited Inc
$376K -$155K -700 -32%
EC
1324
EntryPoint Capital
New York
$375K +$332K +1,497 New
CIA
1325
Choate Investment Advisors
Massachusetts
$371K +$9.32K +42 +3%