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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
Jennison Associates
1426
Jennison Associates
New York
$295K +$261K +1,176 New
LCA
1427
Legend Capital Advisors
New York
$293K +$260K +1,171 New
LCGC
1428
Legacy Capital Group California
California
$292K -$154K -692 -37%
FFA
1429
Fragasso Financial Advisors
Pennsylvania
$291K +$250K +1,125 New
MPWT
1430
MassMutual Private Wealth & Trust
Connecticut
$291K +$35.7K +161 +16%
WFA
1431
Wellspring Financial Advisors
Ohio
$291K +$258K +1,160 New
SGAM
1432
Smith Group Asset Management
Texas
$288K +$255K +1,150 New
TIA
1433
TCFG Investment Advisors
California
$288K +$255K +1,150 New
TWM
1434
TCFG Wealth Management
California
$288K +$255K +1,150 New
CAU
1435
Caxton Associates (UK)
$287K -$39.1K -176 -13%
FC
1436
Fairscale Capital
New Hampshire
$287K +$11.8K +53 +5%
CAG
1437
Crestwood Advisors Group
Massachusetts
$285K +$253K +1,138 New
JF
1438
Jump Financial
Illinois
$284K -$53.1M -239,033 -100%
AWM
1439
Angeles Wealth Management
California
$283K +$250K +1,128 New
E3F
1440
Eight 31 Financial
Texas
$282K +$250K +1,127 New
VFG
1441
Victory Financial Group
Texas
$282K +$250K +1,125 New
RCA
1442
Resonant Capital Advisors
Wisconsin
$282K +$250K +1,124 New
VCM
1443
Versant Capital Management
Arizona
$281K +$6.66K +30 +3%
EWM
1444
Elevatus Welath Management
New York
$281K -$99K -446 -28%
NSAM
1445
North Star Asset Management
Wisconsin
$278K +$246K +1,110 New
QCG
1446
Quadrant Capital Group
Ohio
$277K +$39.7K +179 +19%
MFA
1447
Mayflower Financial Advisors
Massachusetts
$276K +$245K +1,102 New
Financial Engines Advisors
1448
Financial Engines Advisors
California
$276K +$244K +1,101 New
BSG
1449
Black Swift Group
Colorado
$276K -$4M -18,000 -94%
CFS
1450
Coordinated Financial Services
Colorado
$276K +$244K +1,100 New