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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
PFA
1326
Pure Financial Advisors
California
$370K +$328K +1,477 New
FFA
1327
Founders Financial Alliance
North Carolina
$370K -$11.1K -50 -3%
EWS
1328
Evergreen Wealth Solutions
Pennsylvania
$369K +$327K +1,472 New
WC
1329
Westhampton Capital
North Carolina
$367K -$75.5K -340 -19%
FB
1330
Fulton Bank
Pennsylvania
$367K +$30.6K +138 +10%
WDC
1331
Woodward Diversified Capital
California
$367K -$13.1K -59 -5%
AA
1332
Alta Advisers
United Kingdom
$367K
FFA
1333
Florida Financial Advisors
Florida
$366K +$325K +1,462 New
WWM
1334
Western Wealth Management
Colorado
$366K +$6.44K +29 +2%
FWA
1335
FSM Wealth Advisors
Ohio
$366K +$14.2K +64 +5%
SB
1336
Simmons Bank
Arkansas
$365K +$888 +4 +0.3%
IC
1337
Inscription Capital
Texas
$364K -$176K -795 -35%
TWPM
1338
Total Wealth Planning & Management
Florida
$364K +$322K +1,452 New
CAI
1339
Capital Advisors Inc
Oklahoma
$362K -$17.3K -78 -5%
CGA
1340
Crescent Grove Advisors
Illinois
$360K -$309K -1,390 -49%
JSW
1341
Journey Strategic Wealth
New Jersey
$360K -$16.6K -75 -5%
BIG
1342
Brookwood Investment Group
Arizona
$359K -$549K -2,473 -63%
ME
1343
McIlrath & Eck
Washington
$359K +$152K +683 +91%
MCWS
1344
McKinley Carter Wealth Services
West Virginia
$358K +$888 +4 +0.3%
HFP
1345
Holistic Financial Partners
Indiana
$357K +$444 +2 +0.1%
LWMM
1346
Legacy Wealth Management (Mississippi)
Mississippi
$356K +$4.22K +19 +1%
GKWIM
1347
Gerber Kawasaki Wealth & Investment Management
California
$356K +$315K +1,421 New
VCA
1348
Verdence Capital Advisors
Maryland
$356K +$316K +1,422 New
AAM
1349
Alphadyne Asset Management
New York
$356K +$303K +1,365 +2,482%
VSQM
1350
V-Square Quantitative Management
Illinois
$354K +$247K +1,112 +372%