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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
CCM
1526
Cloud Capital Management
Washington
$224K +$199K +895 New
AI
1527
Accredited Investors
Minnesota
$224K +$198K +893 New
MWA
1528
MFA Wealth Advisors
Pennsylvania
$223K +$198K +891 New
WFAG
1529
Wescott Financial Advisory Group
Pennsylvania
$223K +$198K +891 New
ACM
1530
Aster Capital Management
United Arab Emirates
$223K +$354K +1,594 +107%
PPWP
1531
Premier Path Wealth Partners
New Jersey
$223K +$197K +889 New
Skandinaviska Enskilda Banken (SEB)
1532
Skandinaviska Enskilda Banken (SEB)
Sweden
$222K -$29M -130,703 -99%
CIAS
1533
CFS Investment Advisory Services
New Jersey
$220K +$159K +717 New
SWP
1534
Strategic Wealth Partners
Ohio
$220K -$8.66K -39 -4%
SIM
1535
Seaview Investment Managers
Florida
$220K +$194K +876 New
1WA
1536
180 Wealth Advisors
Washington
$219K +$194K +875 New
SC
1537
Saiph Capital
New Jersey
$219K +$194K +873 New
FG
1538
Foster Group
Iowa
$217K +$192K +864 New
CPCM
1539
Cardinal Point Capital Management
Ontario, Canada
$215K +$191K +860 New
EWA
1540
Eagle Wealth Advisors
Connecticut
$215K +$191K +860 New
MWAM
1541
Manhattan West Asset Management
California
$215K +$190K +857 New
LWA
1542
LifeGoal Wealth Advisors
New York
$215K +$184K +828 New
MFIM
1543
Mesirow Financial Investment Management
Illinois
$214K +$190K +855 New
WWM
1544
WT Wealth Management
Arizona
$214K -$90.1K -406 -32%
GT
1545
Glenview Trust
Kentucky
$213K +$189K +852 New
LA
1546
Lynch & Associates
Indiana
$213K +$189K +850 New
TFA
1547
Tobias Financial Advisors
Florida
$213K +$189K +850 New
IWM
1548
Integris Wealth Management
California
$212K +$188K +846 New
SC
1549
Syon Capital
California
$212K +$188K +846 New
SOS
1550
Silver Oak Securities
Tennessee
$211K -$70.4K -317 -27%