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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
WIC
1476
Woodmont Investment Counsel
Tennessee
$257K +$228K +1,027 New
UAG
1477
United Advisor Group
Ohio
$257K +$228K +1,025 New
KCM
1478
KRS Capital Management
Michigan
$257K +$228K +1,025 New
VIPI
1479
Vista Investment Partners II
Indiana
$256K +$227K +1,022 New
CWA
1480
Cura Wealth Advisors
Illinois
$256K +$226K +1,020 New
UCB
1481
United Community Bank
South Carolina
$254K +$225K +1,015 New
SFWC
1482
Strategic Family Wealth Counselors
New Jersey
$253K -$116K -523 -34%
JPLA
1483
Joseph P. Lucia & Associates
New York
$253K +$224K +1,008 New
LFA
1484
Legacy Financial Advisors
Kentucky
$252K +$223K +1,006 New
JPWM
1485
Jamison Private Wealth Management
Georgia
$252K +$223K +1,005 New
LWCFA
1486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K
CWMG
1487
Compass Wealth Management (Georgia)
Georgia
$251K +$222K +1,000 New
ECM
1488
Elgethun Capital Management
South Dakota
$251K +$222K +1,000 New
KFC
1489
Klingenstein Fields & Co
New York
$251K +$222K +1,000 New
NLWP
1490
Next Level Wealth Planning
Idaho
$251K +$222K +1,000 New
WCP
1491
Wick Capital Partners
Pennsylvania
$250K +$221K +996 New
IA
1492
Insight Advisors
Pennsylvania
$249K +$221K +994 New
AIM
1493
Acropolis Investment Management
Missouri
$248K +$220K +989 New
SP
1494
SmartHarvest Portfolios
Washington
$247K +$219K +985 New
NSIM
1495
North Star Investment Management
Illinois
$247K +$2.44K +11 +1%
CFP
1496
Catalyst Financial Partners
Massachusetts
$246K +$218K +983 New
RMP
1497
Richards, Merrill & Peterson
Washington
$246K +$218K +980 New
YIA
1498
YHB Investment Advisors
Connecticut
$243K +$216K +971 New
CFP
1499
Cascade Financial Partners
California
$243K +$216K +971 New
BCA
1500
Bay Colony Advisors
Massachusetts
$243K +$215K +969 New