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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
FHWM
1501
Fox Hill Wealth Management
Massachusetts
$242K +$214K +966 New
SWA
1502
SOA Wealth Advisors
New York
$241K -$4.44K -20 -2%
FWI
1503
Facet Wealth Inc
Maryland
$241K +$214K +963 New
PWM
1504
Parkway Wealth Management
Texas
$240K -$140K -631 -43%
PRP
1505
Peak Retirement Planning
Ohio
$239K +$212K +953 New
CCM
1506
Cinctive Capital Management
New York
$237K +$210K +947 New
QFA
1507
Quantum Financial Advisors
California
$237K +$210K +947 New
RRA
1508
Red Reef Advisors
Florida
$237K +$210K +946 New
RW
1509
Ridgeline Wealth
Arizona
$234K +$208K +935 New
HCM
1510
Howard Capital Management
Georgia
$234K -$203K -913 -49%
FWP
1511
Flatrock Wealth Partners
California
$233K +$206K +929 New
WA
1512
Wealth Alliance
New York
$233K +$206K +928 New
RCP
1513
Rothschild Capital Partners
New York
$232K +$206K +927 New
MC
1514
Matters Capital
Florida
$232K +$205K +925 New
BOM
1515
Bank of Marin
California
$231K +$204K +921 New
PA
1516
Procyon Advisors
Connecticut
$231K +$204K +920 New
CTA
1517
Colonial Trust Advisors
South Carolina
$230K +$15.1K +68 +8%
NWAG
1518
Net Worth Advisory Group
Utah
$229K -$143K -644 -41%
SWGC
1519
Summit Wealth Group (Colorado)
Colorado
$228K +$202K +911 New
FZCM
1520
Flynn Zito Capital Management
New York
$228K +$202K +911 New
WB
1521
WesBanco Bank
West Virginia
$226K -$138K -620 -41%
BOTPPF
1522
Board of the Pension Protection Fund
United Kingdom
$226K +$178K +800 +800%
BRWM
1523
Blue Rock Wealth Management
North Carolina
$226K +$200K +900 New
VEA
1524
Virtus ETF Advisers
New York
$225K -$44K -198 -18%
WANY
1525
Wealthspire Advisors (New York)
New York
$224K -$262K -1,179 -57%