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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
CWM
1676
Consultiva Wealth Management
Puerto Rico
$37.6K
GBT
1677
Grove Bank & Trust
Florida
$37.6K +$14K +63 +72%
BAM
1678
BOCHK Asset Management
Hong Kong
$37.6K +$33.3K +150 New
SGFG
1679
Silver Grove Financial Group
New York
$37.6K +$33.3K +150 New
RTL
1680
Red Tortoise LLC
Georgia
$36.8K
ECA
1681
Elevated Capital Advisors
Utah
$36.6K
WG
1682
Wellington Group
Indiana
$36.6K +$4.66K +21 +17%
MCM
1683
MV Capital Management
Maryland
$36.3K +$4.44K +20 +16%
TCM
1684
TD Capital Management
Tennessee
$36.3K -$1.33K -6 -4%
IRC
1685
Investors Research Corp
Georgia
$36.3K +$3.33K +15 +12%
AFG
1686
Albion Financial Group
Utah
$36.1K -$229K -1,032 -88%
LAM
1687
Lummis Asset Management
Texas
$35.6K
MHR
1688
Matthew Hamilton Rosenberg
$35.6K
FCAS
1689
First Command Advisory Services
Texas
$35.3K +$30.2K +136 +2,720%
SIC
1690
Salem Investment Counselors
North Carolina
$34.6K +$30.6K +138 New
OCM
1691
Orion Capital Management
California
$33.8K +$30K +135 New
RFS
1692
Richardson Financial Services
Massachusetts
$33.3K +$2.22K +10 +8%
FC
1693
Financial Consulate
Maryland
$31.6K +$6.66K +30 +31%
S
1694
Sachetta
Massachusetts
$30.8K +$7.99K +36 +41%
TC
1695
Truvestments Capital
Florida
$30.8K +$22.9K +103 +515%
MAM
1696
Meeder Asset Management
Ohio
$30.3K -$9.77K -44 -27%
AW
1697
Avion Wealth
Texas
$30K +$3.77K +17 +16%
NWM
1698
Nova Wealth Management
Florida
$29.3K +$13.1K +59 +102%
SR
1699
Swiss Re
Switzerland
$29.1K
HWM
1700
HighMark Wealth Management
Minnesota
$28.8K