We are live on ! Find out more

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
M
1701
MOTCO
Texas
$28.6K +$5.77K +26 +30%
HWA
1702
Heritage Wealth Advisors
Virginia
$27.3K +$24.2K +109 New
VNA
1703
Valley National Advisers
Pennsylvania
$27K +$24K +108 New
GK
1704
Graney & King
New York
$26.8K
TSMHT
1705
Thurston Springer Miller Herd & Titak
Indiana
$25.8K -$85.7K -386 -79%
VWM
1706
Vermillion Wealth Management
Minnesota
$25.3K +$6.88K +31 +44%
MWA
1707
Miller Wealth Advisors
Colorado
$25.1K -$13.8K -62 -38%
SRCM
1708
Signature Resources Capital Management
California
$25.1K -$8.44K -38 -28%
CT
1709
Caldwell Trust
Florida
$25.1K
JWM
1710
JPL Wealth Management
Colorado
$23.6K +$20.9K +94 New
CBT
1711
Crews Bank & Trust
Florida
$22.3K +$19.8K +89 New
CWP
1712
Clark Wealth Partners
Illinois
$21K +$3.33K +15 +22%
RBC
1713
Roble Belko & Company
Pennsylvania
$21K -$5.55K -25 -23%
UFPG
1714
United Financial Planning Group
New York
$20.8K +$16.6K +75 +938%
RWM
1715
RMG Wealth Management
Wisconsin
$20.6K +$9.1K +41 +273%
MCM
1716
Manchester Capital Management
Vermont
$20.5K +$9.77K +44 +116%
CFM
1717
Cornerstone Financial Management
Massachusetts
$20.3K +$2.89K +13 +19%
SA
1718
Scarborough Advisors
Maryland
$20.1K
PWAM
1719
Private Wealth Asset Management
Iowa
$20K +$12.9K +58 +264%
FMTCOCP
1720
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
GA
1721
GoalVest Advisory
New York
$19.8K +$17.5K +79 New
PG
1722
Proffitt & Goodson
Tennessee
$19K -$7.77K -35 -32%
BW
1723
Bravera Wealth
North Dakota
$19K +$16.9K +76 New
HNB
1724
Hilltop National Bank
Wyoming
$18.8K +$5.55K +25 +50%
CB
1725
CNB Bank
Pennsylvania
$17K +$15.1K +68 New