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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
CLOS
1376
Compagnie Lombard Odier SCmA
Switzerland
$338K
FTUS
1377
Flow Traders U.S.
New York
$338K -$130K -587 -30%
KWM
1378
Keebeck Wealth Management
Illinois
$336K -$26.2K -118 -8%
FDS
1379
First Dallas Securities
Texas
$336K -$838K -3,775 -74%
WBG
1380
Wharton Business Group
Pennsylvania
$335K
CCG
1381
Capital CS Group
California
$334K +$296K +1,332 New
AI
1382
AdvisorShares Investments
Maryland
$334K -$76.8K -346 -21%
DT
1383
DV Trading
Illinois
$331K +$164K +740 +127%
BOH
1384
Bank of Hawaii
Hawaii
$331K -$151K -681 -34%
MIM
1385
Moseley Investment Management
Florida
$330K +$292K +1,315 New
WWC
1386
Waypoint Wealth Counsel
Georgia
$329K -$71.3K -321 -20%
TYCC
1387
Texas Yale Capital Corp
Florida
$329K +$291K +1,312 New
CIA
1388
Capital Investment Advisors
Georgia
$329K +$291K +1,311 New
FMN
1389
Financial Management Network
California
$327K +$252K +1,135 New
NS
1390
Northland Securities
Minnesota
$326K
ACM
1391
Ashford Capital Management
Delaware
$326K
RAG
1392
RIA Advisory Group
Iowa
$325K +$287K +1,295 New
PFGIA
1393
Patriot Financial Group Insurance Agency
Massachusetts
$324K +$287K +1,292 New
ECM
1394
Evergreen Capital Management
Washington
$324K -$529K -2,385 -65%
WAS
1395
Westco Advisory Services
New York
$323K +$286K +1,290 New
PWP
1396
Perfromance Wealth Partners
Illinois
$323K +$2.44K +11 +0.9%
GSIAS
1397
Garden State Investment Advisory Services
New Jersey
$321K -$327K -1,472 -53%
VV
1398
Verity & Verity
South Carolina
$321K
CMF
1399
Counterpoint Mutual Funds
California
$318K +$282K +1,271 New
VCM
1400
Virtue Capital Management
Tennessee
$318K +$12.4K +56 +4%