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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
IWA
251
IBEX Wealth Advisors
New Jersey
$24.9M +$420K +1,892 +2%
ASRS
252
Arizona State Retirement System
Arizona
$24.7M -$223K -1,004 -1%
EI
253
EFG International
$24.3M -$4.13M -18,622 -16%
TWC
254
TD Waterhouse Canada
Ontario, Canada
$24.3M +$10.9M +49,190 +110%
Credit Agricole
255
Credit Agricole
France
$24.1M -$36.3M -163,358 -63%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$24M +$5.25M +23,658 +33%
PAG
257
Private Advisor Group
New Jersey
$23.9M -$1.06M -4,786 -5%
NA
258
Navellier & Associates
Nevada
$23.8M +$1.4M +6,299 +7%
EAM
259
Eventide Asset Management
Massachusetts
$23.8M -$2.44M -10,989 -10%
Luther King Capital Management (LKCM)
260
Luther King Capital Management (LKCM)
Texas
$23.4M +$1.02M +4,583 +5%
MP
261
Munro Partners
Australia
$23.3M -$9.34M -42,075 -31%
QCM
262
QRG Capital Management
Illinois
$23.2M +$3.59M +16,172 +21%
Bank of Nova Scotia
263
Bank of Nova Scotia
Ontario, Canada
$23.1M +$13.5M +60,994 +196%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$23M +$16.6M +74,861 +441%
Fundsmith LLP
265
Fundsmith LLP
United Kingdom
$22.9M -$71M -319,690 -78%
COPPSERS
266
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.3M +$19.8M +89,113 New
FAF
267
Fjarde Ap-fonden
Sweden
$22.3M -$398K -1,794 -2%
KI
268
KTF Investments
California
$22.2M -$299K -1,345 -1%
CC
269
Cornerstone Capital
California
$21.6M -$114K -515 -0.6%
Verition Fund Management
270
Verition Fund Management
Connecticut
$21.5M +$2.52M +11,362 +15%
KIA
271
KCM Investment Advisors
California
$21.3M -$315K -1,420 -2%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$21.2M -$2.14M -9,634 -10%
Mirae Asset Global ETFs Holdings
273
Mirae Asset Global ETFs Holdings
Hong Kong
$21.1M +$12.9M +58,000 +215%
CCM
274
Clearfield Capital Management
New York
$20.9M
SC
275
Sapient Capital
Indiana
$20.9M -$26M -117,104 -58%