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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
BHWM
1601
Bay Harbor Wealth Management
Maryland
$130K -$26.6K -120 -19%
BIA
1602
Bell Investment Advisors
California
$129K +$9.99K +45 +10%
VR
1603
Vision Retirement
New Jersey
$128K +$22.6K +102 +25%
TWD
1604
True Wealth Design
Ohio
$128K +$60.6K +273 +115%
RA
1605
RiverPark Advisors
New York
$124K +$1.11K +5 +1%
ST
1606
Smithfield Trust
Pennsylvania
$121K -$52.8K -238 -33%
SA
1607
Strategic Advocates
Utah
$116K +$103K +462 New
BC
1608
Brookfield Corp
Ontario, Canada
$110K -$7.55K -34 -7%
MG
1609
Mather Group
Illinois
$110K +$97K +437 New
LWMI
1610
Legacy Wealth Management (Idaho)
Idaho
$106K +$16.6K +75 +22%
SIS
1611
Sound Income Strategies
Florida
$103K +$28.6K +129 +48%
SC
1612
Steph & Co
Wisconsin
$102K
BWA
1613
Basecamp Wealth Advisors
Washington
$102K +$20.9K +94 +30%
OCWP
1614
Owl Creek Wealth Partners
Colorado
$102K +$90.1K +406 New
WAG
1615
Wilkerson Advisory Group
Missouri
$99.2K +$80.8K +364 +1,138%
TFIPS
1616
Towarzystwo Funduszy Inwestycyjnych PZU SA
$97.7K -$24.4K -110 -22%
TFA
1617
Transamerica Financial Advisors
Florida
$95.8K +$59.5K +268 +235%
CFO
1618
CVA Family Office
Colorado
$92.5K +$48.8K +220 +148%
PB
1619
Pinnacle Bancorp
Nebraska
$88K +$25.1K +113 +47%
LAM
1620
LOM Asset Management
$87.7K
LI
1621
LRI Investments
Florida
$86.2K +$11.5K +52 +18%
RFG
1622
REAP Financial Group
Texas
$85K -$23.1K -104 -23%
NWMP
1623
Noble Wealth Management PBC
Colorado
$82.7K -$15.5K -70 -18%
UB
1624
UMB Bank
Missouri
$82.7K +$58.4K +263 +393%
BC
1625
Barrett & Company
Rhode Island
$81.4K -$250K -1,125 -78%