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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
OIMU
526
Osmosis Investment Management UK
United Kingdom
$5.42M +$3.03M +13,650 +171%
OQS
527
Occudo Quantitative Strategies
Florida
$5.41M -$4.52M -20,378 -55%
SFA
528
Sequoia Financial Advisors
Ohio
$5.35M +$886K +3,990 +23%
BMSSC
529
B. Metzler seel. Sohn & Co
Germany
$5.33M +$1.96M +8,826 +71%
MYAM
530
Meiji Yasuda Asset Management
Japan
$5.32M -$1.62M -7,313 -26%
PWS
531
Peloton Wealth Strategists
Indiana
$5.3M +$1.61M +7,235 +52%
MOS
532
MGO One Seven
Ohio
$5.3M +$1.06M +4,787 +29%
BWP
533
Balboa Wealth Partners
Arizona
$5.26M -$311K -1,399 -6%
USCWA
534
U.S. Capital Wealth Advisors
Texas
$5.22M -$19.1K -86 -0.4%
IWC
535
Integrated Wealth Concepts
Massachusetts
$5.22M +$3.48M +15,692 +306%
RWM
536
Rockline Wealth Management
New York
$5.2M +$643K +2,896 +16%
PFM
537
Patton Fund Management
Texas
$5.15M +$4.57M +20,568 New
FFN
538
Focus Financial Network
Minnesota
$5.08M +$615K +2,769 +16%
NS
539
NBC Securities
Alabama
$5.08M -$141K -637 -3%
LBWM
540
Left Brain Wealth Management
Illinois
$5.06M +$233K +1,050 +5%
IMC Chicago
541
IMC Chicago
Illinois
$5.04M +$4.46M +20,109 New
B
542
Bensler
Washington
$5.03M +$32.4K +146 +0.7%
LB
543
Legacy Bridge
Iowa
$5M +$196K +885 +5%
LFP
544
Leeward Financial Partners
Washington
$4.98M -$1.21M -5,466 -22%
SSWM
545
Smith Salley Wealth Management
North Carolina
$4.97M -$645K -2,907 -13%
WS
546
Wedbush Securities
California
$4.94M +$204K +920 +5%
SPS
547
Susquehanna Portfolio Strategies
Pennsylvania
$4.93M
EFM
548
Eley Financial Management
Vermont
$4.93M -$55.5K -250 -1%
OCBCO
549
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.91M -$1.17M -5,279 -21%
LSERS
550
Louisiana State Employees Retirement System
Louisiana
$4.89M +$4.33M +19,500 New