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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
BLC
501
Brown, Lisle/Cummings
Rhode Island
$6.13M +$58.2K +262 +1%
SAM
502
Scopus Asset Management
New York
$6.12M -$1.73M -7,775 -24%
WI
503
Westbourne Investments
Virginia
$6.08M -$7.77K -35 -0.1%
GCM
504
Genus Capital Management
British Columbia, Canada
$6.08M +$2.67M +12,010 +98%
Parallax Volatility Advisers
505
Parallax Volatility Advisers
California
$6.07M -$13M -58,635 -71%
AAM
506
Advisors Asset Management
Colorado
$6.05M +$366K +1,651 +7%
BIM
507
Baldwin Investment Management
Pennsylvania
$6.04M +$13.3K +60 +0.2%
CCIA
508
Cherry Creek Investment Advisors
Colorado
$6.03M -$97.9K -441 -2%
SGM
509
Scalar Gauge Management
Texas
$6.01M +$5.33M +24,000 New
CPA
510
Capital Planning Advisors
California
$6M -$34.2K -154 -0.6%
LGF
511
LGT Group Foundation
Liechtenstein
$5.98M -$1.91M -8,604 -26%
NIA
512
NIA Impact Advisors
California
$5.95M -$1.22M -5,508 -19%
RFM
513
Royal Fund Management
Florida
$5.92M -$19M -85,665 -78%
HWAM
514
Hennion & Walsh Asset Management
New Jersey
$5.91M -$762K -3,431 -13%
VAM
515
VMS Asset Management
$5.88M -$2.72M -12,261 -34%
MFG
516
Merit Financial Group
Georgia
$5.82M +$1.2M +5,398 +30%
MSU
517
Mizuho Securities USA
New York
$5.8M +$5.13M +23,127 New
SIAP
518
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.73M +$84.1K +379 +2%
BAMF
519
BI Asset Management Fondsmaeglerselskab
Denmark
$5.69M -$12.5M -56,155 -71%
KHLMTHM
520
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.64M
MIM
521
Merrion Investment Management
New Jersey
$5.64M
PCM
522
Polymer Capital Management
New York
$5.61M -$3.02M -13,597 -38%
WBC
523
Westpac Banking Corp
Australia
$5.59M -$2.5M -11,264 -34%
IGAM
524
iA Global Asset Management
Quebec, Canada
$5.54M +$69.9K +315 +1%
HIMCH
525
Hartford Investment Management Co (HIMCO)
Connecticut
$5.46M +$4.84M +21,800 New