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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
22.45%
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
BlackRock
1
BlackRock
New York
$9.32B +$1.15B +5,159,226 +16%
VCM
2
Vanguard Capital Management
Pennsylvania
$6.23B +$5.52B +24,858,319 New
VPM
3
Vanguard Portfolio Management
Pennsylvania
$4.49B +$3.98B +17,926,522 New
State Street
4
State Street
Massachusetts
$3.97B +$1.58B +7,131,660 +82%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.72B +$847M +3,813,938 +54%
Bank of America
6
Bank of America
North Carolina
$2.11B -$181M -814,371 -9%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.97B +$251M +1,130,943 +17%
Morgan Stanley
8
Morgan Stanley
New York
$1.67B +$69.3M +311,988 +5%
Invesco
9
Invesco
Georgia
$1.64B +$127M +573,521 +10%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.42B +$456M +2,054,777 +51%
UBS Group
11
UBS Group
Switzerland
$1.37B +$496M +2,232,208 +69%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.36B -$328M -1,479,819 -21%
Northern Trust
13
Northern Trust
Illinois
$899M +$172M +775,208 +28%
American Century Companies
14
American Century Companies
Missouri
$834M +$29.1M +131,061 +4%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$833M -$149M -670,145 -17%
Charles Schwab
16
Charles Schwab
California
$741M +$203M +915,844 +45%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$679M +$11.4M +51,328 +2%
N
18
Nuveen
North Carolina
$671M -$253M -1,138,586 -30%
Ameriprise
19
Ameriprise
Minnesota
$669M -$70.1M -315,876 -11%
ClearBridge Investments
20
ClearBridge Investments
New York
$655M -$45.3M -203,858 -7%
AQR Capital Management
21
AQR Capital Management
Connecticut
$655M +$192M +863,980 +48%
Goldman Sachs
22
Goldman Sachs
New York
$644M +$248M +1,117,617 +77%
Alkeon Capital Management
23
Alkeon Capital Management
New York
$627M +$111M +498,870 +25%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$606M -$54.7M -246,389 -9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$604M +$135M +608,176 +34%