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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
IP
1351
Ignite Planners
California
$353K +$34.2K +154 +12%
EFMC
1352
Empire Financial Management Company
New York
$353K -$1.33K -6 -0.4%
HCP
1353
Hexagon Capital Partners
Arkansas
$352K +$312K +1,406 New
G
1354
GenTrust
Florida
$351K +$311K +1,402 New
PWM
1355
Prentice Wealth Management
New York
$351K +$2K +9 +0.6%
ML
1356
McAdam LLC
Pennsylvania
$350K +$311K +1,399 New
MNBTD
1357
Moody National Bank Trust Division
Texas
$350K +$14K +63 +5%
MMA
1358
Miracle Mile Advisors
California
$350K +$310K +1,396 New
AWM
1359
Activest Wealth Management
Florida
$350K +$140K +629 +82%
MSRI
1360
Michael S. Ryan Inc
New York
$350K
OF
1361
Optimize Financial
California
$349K -$263K -1,183 -46%
1IA
1362
1834 Investment Advisors
Wisconsin
$349K +$309K +1,394 New
NRI
1363
NFP Retirement Inc
California
$345K +$444 +2 +0.1%
FMLI
1364
Fukoku Mutual Life Insurance
Japan
$345K -$19.5K -88 -6%
SCTC
1365
Sanibel Captiva Trust Company
Florida
$345K +$305K +1,376 New
KFA
1366
Kelleher Financial Advisors
New York
$344K -$10.9K -49 -3%
LOIM
1367
Liberty One Investment Management
Illinois
$343K +$58.8K +265 +24%
OWP
1368
Obermeyer Wealth Partners
Colorado
$343K
SF
1369
Symphony Financial
Texas
$343K +$306K +1,378 New
AA
1370
ABC Arbitrage
France
$341K +$302K +1,360 New
KFG
1371
Kingdom Financial Group
Arizona
$340K -$71K -320 -19%
LAS
1372
Lloyd Advisory Services
Georgia
$340K +$256K +1,152 +562%
PA
1373
PFG Advisors
Arizona
$339K +$13.3K +60 +5%
CSPIA
1374
Cary Street Partners Investment Advisory
Virginia
$339K +$18.4K +83 +7%
DIM
1375
DLK Investment Management
California
$339K -$88.8K -400 -23%