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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
IWP
1726
IAG Wealth Partners
Wisconsin
$16.8K
RWS
1727
Retirement Wealth Solutions
Wisconsin
$15.8K +$6.44K +29 +85%
SSG
1728
Summit Securities Group
New York
$15.8K +$14K +63 New
MAFA
1729
MJT & Associates Financial Advisory
Minnesota
$14K +$222 +1 +2%
SC
1730
SouthState Corp
Florida
$14K +$3.33K +15 +37%
MNA
1731
Manning & Napier Advisors
New York
$13.6K +$11.5K +52 +867%
VWA
1732
Valued Wealth Advisors
Utah
$13.3K +$11.3K +51 +2,550%
Kayne Anderson Rudnick Investment Management
1733
Kayne Anderson Rudnick Investment Management
California
$13.2K
KSB
1734
Kennebec Savings Bank
Maine
$13K
AWM
1735
Abound Wealth Management
Tennessee
$13K -$11.1K -50 -49%
CI
1736
CX Institutional
Indiana
$13K -$2.22K -10 -16%
CT
1737
Clearstead Trust
Maine
$12.8K
AFC
1738
Ares Financial Consulting
California
$12.7K +$10.9K +49 New
AEPWM
1739
Atlantic Edge Private Wealth Management
Florida
$12.5K
DIP
1740
DT Investment Partners
Pennsylvania
$12.5K
EF
1741
Entrust Financial
Pennsylvania
$12.5K
FFA
1742
Frazier Financial Advisors
Ohio
$12.5K
WSFG
1743
Wall Street Financial Group
Illinois
$12.5K +$11.1K +50 New
MAM
1744
Marquette Asset Management
Minnesota
$12.3K -$1.11K -5 -9%
MCA
1745
McGuire Capital Advisors
Oklahoma
$12.3K -$1.55K -7 -13%
EFMH
1746
E Fund Management (HK)
Hong Kong
$12K +$10.7K +48 New
Q1WB
1747
Quest 10 Wealth Builders
Virginia
$11.8K -$3.11K -14 -23%
CFP
1748
Comprehensive Financial Planning
Pennsylvania
$11.5K -$4.88K -22 -32%
AG
1749
AmeriFlex Group
Nevada
$11.5K
SHIM
1750
Stone House Investment Management
Pennsylvania
$11K