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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
Walleye Capital
451
Walleye Capital
New York
$7.71M +$784K +3,534 +13%
IUHSA
452
Itau Unibanco Holding S.A.
Brazil
$7.7M +$6.31M +28,419 +1,235%
LIP
453
Liontrust Investment Partners
United Kingdom
$7.67M -$12.4M -55,704 -65%
BHCM
454
Brevan Howard Capital Management
Jersey
$7.64M -$7.98M -35,971 -54%
TRSOTSOK
455
Teachers Retirement System of the State of Kentucky
Kentucky
$7.49M +$6.64M +29,900 New
SCM
456
Seascape Capital Management
New Hampshire
$7.46M +$32.4K +146 +0.5%
NL
457
NWAM LLC
Washington
$7.42M -$1.8M -8,093 -21%
BHWA
458
Beacon Harbor Wealth Advisors
Virginia
$7.42M +$6.57M +29,597 New
CM
459
CastleKnight Management
New York
$7.39M -$54.4M -245,200 -89%
HWA
460
HCR Wealth Advisors
California
$7.36M -$583K -2,626 -8%
SLG
461
Stanley-Laman Group
Pennsylvania
$7.34M +$5.77M +25,989 +784%
NP
462
Nilsine Partners
Colorado
$7.33M +$107K +483 +2%
TC
463
Trilogy Capital
California
$7.28M +$293K +1,322 +5%
AUB
464
Atlantic Union Bankshares
Virginia
$7.24M -$51.1K -230 -0.8%
MCM
465
Mitchell Capital Management
Kansas
$7.23M -$492K -2,216 -7%
OWIM
466
Old West Investment Management
California
$7.22M -$3.01M -13,560 -32%
KG
467
Kieckhefer Group
Wisconsin
$7.2M -$5.55K -25 -0.1%
TCA
468
Trifecta Capital Advisors
Illinois
$7.18M +$492K +2,215 +8%
GIM
469
Generate Investment Management
New Zealand
$7.15M +$6.34M +28,541 New
GP
470
Geneva Partners
Wisconsin
$7.09M +$3.04M +13,683 +94%
GIBU
471
Gulf International Bank (UK)
United Kingdom
$7.03M +$2.27M +10,230 +57%
BIG
472
Boothe Investment Group
Delaware
$6.99M -$145K -651 -2%
SFGP
473
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.98M -$134K -605 -2%
IMCOOI
474
Investment Management Corp of Ontario (IMCO)
Canada
$6.96M -$1.1M -4,939 -15%
DCM
475
Davidson Capital Management
Texas
$6.87M -$1.21M -5,450 -17%