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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
WPA
1651
Wealth Preservation Advisors
Tennessee
$51.9K +$34.9K +157 +314%
TPWA
1652
Twin Peaks Wealth Advisors
California
$51.6K +$45.7K +206 New
MSFP
1653
Mark Sheptoff Financial Planning
Connecticut
$51.2K
MB
1654
MidFirst Bank
Oklahoma
$51.1K +$2.66K +12 +6%
JWA
1655
JFS Wealth Advisors
Pennsylvania
$50.4K +$2.66K +12 +6%
SVCP
1656
Silicon Valley Capital Partners
California
$50.1K
SOAM
1657
SBI Okasan Asset Management
Japan
$50.1K -$56.6K -255 -54%
GGI
1658
Godsey & Gibb Inc
Virginia
$50.1K
WETS
1659
Wealth Enhancement Trust Services
South Dakota
$49.4K +$2.22K +10 +5%
DWM
1660
Dogwood Wealth Management
Kansas
$49.1K +$30.2K +136 +227%
WAS
1661
Winch Advisory Services
Wisconsin
$47.2K +$666 +3 +2%
FLP
1662
Financial Life Planners
Arizona
$47.2K +$41.7K +188 New
PPC
1663
Park Place Capital
Alabama
$46.4K +$888 +4 +2%
GIM
1664
Generali Investments Management
Slovenia
$45.4K +$40.2K +181 New
C
1665
Covestor
United Kingdom
$45K -$17.1K -77 -30%
CPG
1666
Cornerstone Planning Group
New Jersey
$44K +$10.9K +49 +60%
IA
1667
IFG Advisory
Georgia
$42.6K +$37.7K +170 New
KFAS
1668
Keating Financial Advisory Services
Kansas
$42.1K +$6.44K +29 +21%
SG
1669
Sankala Group
Colorado
$41.7K
CHC
1670
City Holding Co
West Virginia
$41.3K -$36.6K -165 -50%
FMP
1671
Financial Management Professionals
Texas
$40.6K
WTA
1672
Washington Trust Advisors
Massachusetts
$40.3K +$27.5K +124 +335%
AT
1673
Arlington Trust
Alabama
$40.1K +$31.1K +140 +700%
RCM
1674
Ravenstone Capital Management
$40.1K +$35.5K +160 New
CFFP
1675
Center for Financial Planning
Michigan
$39.3K +$29.5K +133 +554%