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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
Fidelity International
426
Fidelity International
Bermuda
$8.88M +$2.94M +13,250 +60%
EA
427
Ellsworth Advisors
Ohio
$8.76M -$227K -1,023 -3%
Pacer Advisors
428
Pacer Advisors
Pennsylvania
$8.67M +$4M +18,023 +109%
TIM
429
Thor Investment Management
Ohio
$8.6M -$59.9K -270 -0.8%
DWM
430
Dakota Wealth Management
Florida
$8.58M -$1.49M -6,692 -16%
PWM
431
Perigon Wealth Management
California
$8.57M +$49.1K +221 +0.7%
AF
432
Alerus Financial
North Dakota
$8.51M -$2.14M -9,662 -22%
AG
433
Algert Global
California
$8.5M -$2.13M -9,585 -22%
FBB
434
Fulton Breakefield Broenniman
Maryland
$8.45M -$70.6K -318 -0.9%
OAM
435
Oppenheimer Asset Management
New York
$8.41M +$4.82M +21,727 +183%
AAM
436
Azzad Asset Management
Virginia
$8.28M +$127K +573 +2%
KFP
437
KMG Fiduciary Partners
Ohio
$8.28M -$168K -759 -2%
Mawer Investment Management
438
Mawer Investment Management
Alberta, Canada
$8.22M +$5.25M +23,654 +259%
SCA
439
Snowden Capital Advisors
New York
$8.21M +$2.37M +10,665 +48%
BPIM
440
Brant Point Investment Management
New York
$8.12M +$533K +2,402 +8%
PCM
441
Penserra Capital Management
California
$8.1M -$205K -922 -3%
NCGI
442
Next Century Growth Investors
Minnesota
$8.09M -$184K -830 -3%
SGA
443
Strategic Global Advisors
California
$7.83M -$186K -840 -3%
Los Angeles Capital Management
444
Los Angeles Capital Management
California
$7.82M -$11.7M -52,711 -63%
FP
445
FFG Partners
Florida
$7.82M +$104K +470 +2%
SF
446
Summit Financial
New Jersey
$7.81M -$723K -3,256 -9%
FA
447
Faithward Advisors
Pennsylvania
$7.76M -$3.55K -16 -0.1%
MAM
448
Morse Asset Management
Connecticut
$7.75M +$164K +737 +2%
NSUP
449
NLB Skladi upravljanje premozenja
$7.73M +$1.24M +5,596 +22%
SAM
450
Sycomore Asset Management
France
$7.71M