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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
TCM
1626
Tradewinds Capital Management
Washington
$79.2K +$6.88K +31 +11%
IWS
1627
Intentional Wealth Strategies
Colorado
$78.9K +$69.9K +315 New
WA
1628
Whipplewood Advisors
Colorado
$76.2K +$67.5K +304 New
QC
1629
Quent Capital
New York
$75.9K +$20K +90 +42%
STB
1630
S&T Bank
Pennsylvania
$75.4K +$33.7K +152 +102%
RF
1631
Rossby Financial
Florida
$73.7K +$26K +117 +70%
PWA
1632
Physician Wealth Advisors
Utah
$73.1K -$4.66K -21 -7%
SL
1633
Salomon & Ludwin
Virginia
$71.9K -$222 -1 -0.4%
GEA
1634
Glen Eagle Advisors
New Jersey
$70.2K
BWL
1635
Bogart Wealth LLC
Virginia
$70.2K -$326K -1,470 -84%
WIM
1636
Westside Investment Management
California
$69.9K +$61.9K +279 New
HWP
1637
Highline Wealth Partners
California
$69.2K +$31.5K +142 +106%
WA
1638
WPG Advisers
Maryland
$66.9K -$39.3K -177 -40%
OPTFSNA
1639
Old Point Trust & Financial Services N A
Virginia
$62.6K
ACA
1640
Atlas Capital Advisors
Wyoming
$62.6K +$55.5K +250 New
PAI
1641
Pittenger & Anderson Inc
Nebraska
$59.6K
OP
1642
Oslo Pensjonsforsikring
$59.6K +$52.8K +238 New
PCFFS
1643
Pacific Center for Financial Services
California
$59K +$7.77K +35 +18%
CAM
1644
Chesapeake Asset Management
New York
$58.1K -$41.5K -187 -45%
FFO
1645
Fortitude Family Office
Arizona
$57.6K +$25.3K +114 +98%
HIMS
1646
Hager Investment Management Services
New Hampshire
$56.6K -$3.77K -17 -7%
BMC
1647
Bear Mountain Capital
Washington
$56.6K
HFS
1648
Horizon Financial Services
North Carolina
$55.1K
BCWM
1649
Bartlett & Co Wealth Management
Ohio
$53.6K +$36K +162 New
QWM
1650
Quaker Wealth Management
New Jersey
$52.4K +$44.4K +200 +2,222%