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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
WA1
1551
Wimmer Associates 1
California
$211K +$187K +843 New
LCWP
1552
Legacy Capital Wealth Partners
Arkansas
$211K +$187K +842 New
MC
1553
Machina Capital
France
$211K -$1.47M -6,631 -89%
OWM
1554
Omnitrust Wealth Management
Florida
$211K +$187K +841 New
SA
1555
Sonoma Allocations
California
$210K -$98.3K -443 -35%
GAFA
1556
Garton & Associates Financial Advisors
Kentucky
$210K -$134K -605 -42%
T
1557
Tidemark
California
$209K +$186K +836 New
DWP
1558
Destiny Wealth Partners
Florida
$208K +$184K +831 New
AGDI
1559
Absolute Gestao de Investimentos
Brazil
$208K +$184K +830 New
MCC
1560
Money Concepts Capital
Florida
$208K +$184K +829 New
IFWM
1561
Institute for Wealth Management
Colorado
$205K +$182K +820 New
WT
1562
Washington Trust
Rhode Island
$205K +$181K +817 New
PT
1563
Plimoth Trust
Massachusetts
$204K +$181K +815 New
WF
1564
Whelan Financial
California
$204K +$180K +813 New
BCP
1565
Berkeley Capital Partners
Georgia
$203K +$180K +811 New
LWM
1566
LJI Wealth Management
Indiana
$203K +$180K +811 New
QPWM
1567
Quadrant Private Wealth Management
Pennsylvania
$203K +$180K +810 New
MSR
1568
Main Street Research
Connecticut
$203K +$180K +810 New
GCA
1569
Genesee Capital Advisors
New York
$201K +$178K +801 New
CCA
1570
Corps Capital Advisors
Texas
$200K +$178K +800 New
A
1571
Allianz
Germany
$200K
ADEF
1572
ABS Direct Equity Fund
Connecticut
$199K +$133K +600 New
SWM
1573
SHP Wealth Management
Massachusetts
$193K +$16K +72 +10%
MTI
1574
Merrithew & Thorsten Inc
California
$189K
BONH
1575
Bank of New Hampshire
New Hampshire
$173K +$153K +690 New