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
HFS
1751
Hughes Financial Services
Virginia
$10.5K +$888 +4 +11%
HNW
1752
High Note Wealth
Minnesota
$10.5K +$6.22K +28 +200%
TCM
1753
Triumph Capital Management
Colorado
$10.3K +$4.44K +20 +95%
HWA
1754
HHM Wealth Advisors
Tennessee
$10K
CT
1755
Coastline Trust
Rhode Island
$10K +$8.88K +40 New
WCM
1756
Winthrop Capital Management
Indiana
$10K
AP
1757
Aspect Partners
Virginia
$9.27K +$1.55K +7 +23%
WA
1758
Westfuller Advisors
New York
$8.54K -$222 -1 -3%
DPW
1759
DiNuzzo Private Wealth
Pennsylvania
$8.02K -$2.44K -11 -26%
NB
1760
NBT Bank
New York
$7.52K -$29.3K -132 -81%
EWP
1761
Elevation Wealth Partners
California
$7.52K
UOTTAIMCU
1762
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.52K -$91.7K -413 -93%
FDW
1763
Fourth Dimension Wealth
Ohio
$7.52K
MAS
1764
MPWM Advisory Solutions
Georgia
$7.52K
MIM
1765
MTM Investment Management
South Carolina
$7.52K
RWM
1766
Rialto Wealth Management
New York
$7.27K +$1.11K +5 +21%
JGCM
1767
Joseph Group Capital Management
Ohio
$6.77K +$5.99K +27 New
WAG
1768
Wiser Advisor Group
Arizona
$6.27K +$5.55K +25 New
MIM
1769
Marshall Investment Management
Colorado
$6.01K +$5.33K +24 New
LWM
1770
Lodestone Wealth Management
Washington
$5.51K
CCWM
1771
Cassaday & Co Wealth Management
Virginia
$5.51K +$4.88K +22 New
IAS
1772
IMA Advisory Services
Colorado
$5.26K
GWS
1773
Greykasell Wealth Strategies
California
$5.02K
GIA
1774
GHP Investment Advisors
Colorado
$4.76K +$4.22K +19 New
1CP
1775
1015 Capital Partners
Pennsylvania
$4.76K +$1.78K +8 +73%