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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
22.45%
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
UBS AM
26
UBS AM
Illinois
$571M +$27.1M +122,165 +6%
VFT
27
Vanguard Fiduciary Trust
Pennsylvania
$553M +$490M +2,207,244 New
CLG
28
Cooperman Leon G
$541M
Legal & General Group
29
Legal & General Group
United Kingdom
$530M +$17.6M +79,248 +4%
Wells Fargo
30
Wells Fargo
California
$524M -$50.1M -225,503 -10%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$519M +$64M +288,170 +16%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$516M +$192M +865,694 +73%
VARA
33
Value Aligned Research Advisors
New Jersey
$486M -$51.8M -233,522 -11%
Westfield Capital Management
34
Westfield Capital Management
Massachusetts
$482M -$79M -356,020 -16%
Raymond James Financial
35
Raymond James Financial
Florida
$477M -$43.8M -197,279 -9%
Federated Hermes
36
Federated Hermes
Pennsylvania
$444M +$105M +473,322 +36%
Deutsche Bank
37
Deutsche Bank
Germany
$398M -$39.5M -178,027 -10%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$390M +$118M +529,420 +51%
PCH
39
Polar Capital Holdings
United Kingdom
$386M +$158M +713,174 +86%
Amundi
40
Amundi
France
$352M -$68.3M -307,516 -18%
Franklin Resources
41
Franklin Resources
California
$325M +$57M +256,973 +25%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$304M +$32.7M +147,497 +14%
Fuller & Thaler Asset Management
43
Fuller & Thaler Asset Management
California
$298M +$10.5M +47,278 +4%
BAMCO Inc
44
BAMCO Inc
New York
$296M -$80.9M -364,428 -24%
Impax Asset Management Group
45
Impax Asset Management Group
United Kingdom
$272M -$27.2M -122,545 -10%
Swiss National Bank
46
Swiss National Bank
Switzerland
$267M +$15.9M +71,700 +7%
MU
47
Mirova US
Massachusetts
$256M +$53.5M +240,856 +31%
DCP
48
Darsana Capital Partners
New York
$251M -$111M -500,000 -33%
Coatue Management
49
Coatue Management
New York
$246M +$33.9M +152,686 +18%
NSCM
50
New South Capital Management
Tennessee
$245M -$90.3M -406,698 -29%