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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
22.46%
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
HCM
1451
Hengehold Capital Management
Ohio
$275K +$244K +1,097 New
PFWA
1452
Paces Ferry Wealth Advisors
Georgia
$274K +$243K +1,095 New
RFP
1453
Root Financial Partners
California
$274K +$97.7K +440 +67%
BHPW
1454
Beverly Hills Private Wealth
California
$272K +$241K +1,086 New
CCS
1455
Concentric Capital Strategies
Connecticut
$271K +$240K +1,082 New
GAM
1456
Groupama Asset Management
France
$271K +$240K +1,080 New
OL
1457
OneFund LLC
Florida
$270K +$232K +1,043 New
MAWA
1458
Moss Adams Wealth Advisors
Washington
$270K +$239K +1,076 New
FLFS
1459
Family Legacy Financial Solutions
North Carolina
$270K +$117M +528,517 +52,746%
NI
1460
Natural Investments
California
$269K +$239K +1,077 New
IGGA
1461
Iron Gate Global Advisors
Utah
$269K +$238K +1,073 New
AWE
1462
Avidian Wealth Enterprises
Texas
$268K +$237K +1,069 New
IIL
1463
Income Insurance Ltd
$265K +$235K +1,057 New
HWMO
1464
Heritage Wealth Management (Ohio)
Ohio
$265K +$234K +1,056 New
SMG
1465
Smart Money Group
Texas
$264K +$234K +1,054 New
CAL
1466
Capital Advisors Ltd
Ohio
$263K -$10.4K -47 -4%
GKIM
1467
GW&K Investment Management
Massachusetts
$262K +$48.6K +219 +27%
DE
1468
Diversified Enterprises
Delaware
$262K +$232K +1,045 New
BMWS
1469
Brady Martz Wealth Solutions
North Dakota
$261K +$232K +1,043 New
FSA
1470
Financial Security Advisor
Virginia
$261K -$110K -495 -32%
ZBNA
1471
Zions Bancorporation, National Association
Utah
$261K +$184K +828 +389%
WCP
1472
Wealthcare Capital Partners
Pennsylvania
$258K +$229K +1,031 New
IWN
1473
Independent Wealth Network
Iowa
$258K +$229K +1,031 New
VFA
1474
Values First Advisors
Tennessee
$257K +$228K +1,027 New
VI
1475
VectorGlobal IAG
Florida
$257K +$228K +1,027 New