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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
BAAM
376
Baker Avenue Asset Management
California
$12.1M -$2.78M -12,534 -21%
SI
377
Stephens Inc
Arkansas
$12M -$432K -1,945 -4%
IBOK
378
Independence Bank of Kentucky
Kentucky
$12M -$1.97M -8,896 -16%
CL
379
CVFG LLC
Indiana
$11.9M +$10.6M +47,567 New
CI
380
Carroll Investors
South Carolina
$11.8M +$3.03M +13,661 +41%
ORI
381
Oak Ridge Investments
Illinois
$11.7M +$16.9K +76 +0.2%
AF
382
Allworth Financial
California
$11.7M +$2.68M +12,075 +35%
EIA
383
Edgemoor Investment Advisors
Maryland
$11.6M +$311K +1,402 +3%
JSC
384
Jackson Square Capital
California
$11.5M -$1.34M -6,049 -12%
FCM
385
Frontier Capital Management
Massachusetts
$11.4M -$877K -3,949 -8%
SC
386
Scotia Capital
Ontario, Canada
$11.3M +$6.12M +27,565 +156%
CB
387
Commerce Bank
Missouri
$11.3M +$1.8M +8,116 +22%
AAIS
388
ABN AMRO Investment Solutions
$11.2M -$159K -718 -2%
VWS
389
Virtus Wealth Solutions
New Jersey
$11.2M +$9.89M +44,555 New
IA
390
IFP Advisors
Florida
$11M +$5.16M +23,244 +112%
P
391
&Partners
Tennessee
$11M -$2.02M -9,081 -17%
OPERF
392
Oregon Public Employees Retirement Fund
Oregon
$11M +$9.72M +43,800 New
VPIM
393
Vanguard Personalized Indexing Management
California
$11M +$505K +2,277 +5%
EBWM
394
Eagle Bluffs Wealth Management
Missouri
$10.9M -$78.8K -355 -0.8%
OIA
395
OneDigital Investment Advisors
Kansas
$10.9M +$1.58M +7,122 +20%
GVAG
396
Great Valley Advisor Group
Delaware
$10.6M -$33.1K -149 -0.3%
SAS
397
Stelac Advisory Services
New York
$10.5M +$9.3M +41,891 New
GCC
398
Game Creek Capital
Massachusetts
$10.5M -$1.28M -5,775 -12%
BWM
399
Bulltick Wealth Management
Florida
$10.5M
ASN
400
Advisory Services Network
Georgia
$10.5M +$715K +3,222 +8%