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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
AAG
1576
Armstrong Advisory Group
Massachusetts
$168K
FIM
1577
FWL Investment Management
Texas
$168K -$5.5M -24,768 -97%
SEP
1578
Signature Equity Partners
Ohio
$166K +$18.9K +85 +15%
BC
1579
Bayforest Capital
United Kingdom
$166K -$529K -2,384 -78%
APW
1580
Aventura Private Wealth
Florida
$166K +$133K +601 +1,002%
BFPW
1581
BOK Financial Private Wealth
Colorado
$163K
FMII
1582
Farmers & Merchants Investments Inc
Nebraska
$158K +$73.3K +330 +110%
SGK
1583
Steigerwald Gordon & Koch
Virginia
$154K
WSFS
1584
Wilmington Savings Fund Society
Delaware
$153K +$8.21K +37 +6%
CCAM
1585
Cascades Capital Asset Management
North Carolina
$152K +$134K +605 New
WSCM
1586
Wellington Shields Capital Management
New York
$150K +$133K +600 New
CFB
1587
Cullen/Frost Bankers
Texas
$149K +$90.8K +409 +219%
AIM
1588
Anchor Investment Management
South Carolina
$148K
WWM
1589
Wolff Wiese Magana
California
$146K -$3.77K -17 -3%
OCM
1590
Osterweis Capital Management
California
$145K
KAS
1591
Kemnay Advisory Services
New York
$145K +$95.2K +429 +286%
PFBT
1592
Parkside Financial Bank & Trust
Missouri
$145K +$30K +135 +30%
SFG
1593
Strive Financial Group
Indiana
$140K +$4.44K +20 +4%
WB
1594
Webster Bank
Connecticut
$136K +$7.77K +35 +7%
CSP
1595
Cary Street Partners
Virginia
$133K -$1.11K -5 -0.9%
ANBT
1596
American National Bank & Trust
Texas
$132K +$4K +18 +4%
CA
1597
Crewe Advisors
Utah
$132K +$30.9K +139 +36%
CH
1598
Cromwell Holdings
Wyoming
$131K +$103K +466 +803%
TFM
1599
TFC Financial Management
Massachusetts
$130K -$4.44K -20 -4%
QL
1600
Quarry LP
New York
$130K -$30.6K -138 -21%