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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
1776
Copia Wealth Management
Oregon
$4.26K -$1.11K -5 -23%
ACA
1777
American Capital Advisory
Idaho
$4.01K +$666 +3 +23%
MWA
1778
Medallion Wealth Advisors
Connecticut
$3.77K
GAG
1779
Goodman Advisory Group
Massachusetts
$3.76K
PWA
1780
Portus Wealth Advisors
North Carolina
$3.76K +$3.33K +15 New
BFS
1781
Bare Financial Services
Pennsylvania
$3.51K +$666 +3 +27%
KG
1782
Kilter Group
New York
$3.01K -$222 -1 -8%
CMA
1783
Cedar Mountain Advisors
Oregon
$3.01K
HIA
1784
HFM Investment Advisors
New Jersey
$3.01K +$222 +1 +9%
1IA
1785
1620 Investment Advisors
Massachusetts
$2.51K -$2.22K -10 -50%
LG
1786
LAM Group
Oregon
$2.51K +$2.22K +10 New
MPW
1787
MASECO Private Wealth
$2.5K
CW
1788
Curio Wealth
Maryland
$2.26K +$888 +4 +80%
SC
1789
Swan Capital
Florida
$2.26K +$888 +4 +80%
W
1790
WealthCollab
Washington
$2.26K +$2K +9 New
PIS
1791
POM Investment Strategies
North Carolina
$2K -$8.88K -40 -83%
RG
1792
RHL Group
Michigan
$2K
CT
1793
Colonial Trust
South Carolina
$2K +$1.78K +8 New
OAJ
1794
Ogorek Anthony Joseph
New York
$2K +$222 +1 +13%
IPS
1795
Investors Portfolio Services
Washington
$1.75K -$2.44K -11 -61%
RIAS
1796
Rachor Investment Advisory Services
Michigan
$1.75K +$1.33K +6 +600%
BTD
1797
BankPlus Trust Department
Mississippi
$1.75K -$16.6K -75 -91%
CJ
1798
Caitlin John
Michigan
$1.75K -$666 -3 -30%
JFA
1799
JNBA Financial Advisors
Minnesota
$1.5K
AP
1800
Atwood & Palmer
Missouri
$1.5K +$1.33K +6 New