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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
RTM
401
RH Tailwind Management
Pennsylvania
$10.4M +$9.26M +41,700 New
WA
402
Waverly Advisors
Alabama
$10.3M +$140K +630 +2%
Marshall Wace
403
Marshall Wace
United Kingdom
$10.3M -$584M -2,628,853 -98%
MGP
404
M&G plc
United Kingdom
$10.2M -$1M -4,524 -10%
WWA
405
WCG Wealth Advisors
Nevada
$10.1M +$504K +2,271 +6%
M&T Bank
406
M&T Bank
New York
$10M +$476K +2,146 +6%
AGM
407
Aragon Global Management
Florida
$10M
Nisa Investment Advisors
408
Nisa Investment Advisors
Missouri
$9.77M +$1.06M +4,794 +14%
ECSS
409
Eurizon Capital SGR SpA
$9.66M -$8.88M -40,002 -51%
VA
410
Vident Advisory
Georgia
$9.61M +$4.61M +20,751 +118%
SCM
411
Sterling Capital Management
North Carolina
$9.53M -$2.12M -9,554 -20%
SOADOR
412
State of Alaska Department of Revenue
Alaska
$9.51M +$8.43M +37,965 New
AC
413
Allstate Corporation
Illinois
$9.48M +$2.37M +10,690 +39%
CWM
414
CMH Wealth Management
New Hampshire
$9.42M -$37.1K -167 -0.4%
BFS
415
Bradley Foster & Sargent
Connecticut
$9.37M +$583K +2,626 +8%
YCM
416
Yousif Capital Management
Michigan
$9.35M +$7.15M +32,195 +627%
CIA
417
Concurrent Investment Advisors
Florida
$9.27M +$304K +1,371 +4%
LFM
418
LGT Fund Management
Liechtenstein
$9.22M +$6.51M +29,346 +394%
DILIC
419
Dai-ichi Life Insurance Company
Japan
$9.2M +$3.44M +15,490 +73%
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$9.17M +$2.22M +9,983 +38%
HIP
421
HUB Investment Partners
Texas
$9.14M +$778K +3,506 +11%
SAA
422
Southeast Asset Advisors
Georgia
$9.13M -$1.21M -5,455 -13%
KIG
423
Kessler Investment Group
Indiana
$9.07M -$1.72M -7,726 -18%
TCA
424
Tortoise Capital Advisors
Kansas
$9M +$1.53M +6,898 +24%
SCM
425
SIR Capital Management
New York
$8.97M -$4.2M -18,937 -35%