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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
DFC
1801
DB Fitzpatrick & Co
Idaho
$1.5K -$1.11K -5 -45%
KTC
1802
Kentucky Trust Company
Kentucky
$1.5K +$1.33K +6 New
SIM
1803
Synergy Investment Management
Florida
$1.5K +$1.33K +6 New
TWM
1804
TopTier Wealth Management
Wisconsin
$1.5K +$1.33K +6 New
APW
1805
Atlantic Private Wealth
North Carolina
$1.25K
BL
1806
BFSG LLC
California
$1.25K
DCM
1807
Davis Capital Management
Florida
$1.25K +$444 +2 +67%
CCC
1808
Chelsea Counsel Company
California
$1K
CWM
1809
Cranbrook Wealth Management
Michigan
$1K
SA
1810
Seneschal Advisors
Washington
$1K
NWS
1811
Nvest Wealth Strategies
Ohio
$1K +$888 +4 New
ACM
1812
Anfield Capital Management
California
$1K
TC
1813
Trust Company
Kansas
$1K
MWM
1814
Mascoma Wealth Management
New Hampshire
$1K +$888 +4 New
CMP
1815
Coston McIsaac & Partners
Maine
$1K +$222 +1 +25%
BDPWM
1816
Barnes Dennig Private Wealth Management
Ohio
$752 -$172K -773 -100%
FNWA
1817
Financial Network Wealth Advisors
Utah
$752 +$666 +3 New
IWM
1818
IMG Wealth Management
Florida
$752 +$666 +3 New
PEAK6
1819
PEAK6
Illinois
$508 -$19.2M -86,473 -100%
FPF
1820
First Pacific Financial
Washington
$502 +$444 +2 New
RJA
1821
Ross\Johnson & Associates
Minnesota
$251 -$444 -2 -67%
AA
1822
Addison Advisors
Vermont
$251
YP
1823
YANKCOM Partnership
South Dakota
$251
AS
1824
Altshuler Shaham
Israel
$45 +$222 +1 New
Norges Bank
1825
Norges Bank
Norway
-$809M -4,991,672 Closed