We are live on ! Find out more

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
Fisher Asset Management
576
Fisher Asset Management
Washington
$4.4M -$18.6K -84 -0.5%
HCG
577
Haven Capital Group
California
$4.4M +$42K +189 +1%
PI
578
PineBridge Investments
New York
$4.38M -$4.42M -19,917 -53%
VI
579
Vestcor Inc
New Brunswick, Canada
$4.37M +$236K +1,062 +6%
BJF
580
Blue Jean Financial
New York
$4.25M -$30K -135 -0.8%
PIWA
581
Prevail Innovative Wealth Advisors
Kansas
$4.22M -$1.13M -5,087 -23%
HFM
582
Harvest Fund Management
China
$4.21M -$9.32M -41,991 -71%
FPAS
583
Focus Partners Advisor Solutions
Missouri
$4.18M +$838K +3,774 +29%
PCA
584
Pallas Capital Advisors
Massachusetts
$4.17M -$219K -985 -6%
KF
585
Krilogy Financial
Missouri
$4.16M +$433K +1,949 +16%
CRWM
586
Castle Rock Wealth Management
California
$4.1M -$107K -480 -3%
AA
587
Ancora Advisors
Ohio
$4.09M -$185K -833 -5%
LF
588
Lighthouse Financial
Florida
$4.06M -$153K -690 -4%
CBA
589
Coastal Bridge Advisors
Connecticut
$4.04M +$12.4K +56 +0.3%
VFM
590
Viking Fund Management
North Dakota
$4.01M -$2.22M -10,000 -38%
LOAME
591
Lombard Odier Asset Management (Europe)
United Kingdom
$4M -$17.7M -79,600 -83%
ACM
592
Aubrey Capital Management
United Kingdom
$3.98M -$777K -3,500 -18%
PIM
593
Plato Investment Management
Australia
$3.98M +$1.64M +7,406 +88%
PCM
594
Parsons Capital Management
Rhode Island
$3.96M -$395K -1,780 -10%
MIH
595
Meitav Investment House
Israel
$3.96M -$64.5M -290,500 -95%
MSE
596
MUFG Securities EMEA
United Kingdom
$3.93M +$3.48M +15,683 New
SCM
597
Summerhill Capital Management
Ontario, Canada
$3.93M
GAM
598
Gemmer Asset Management
California
$3.91M +$1.64M +7,410 +90%
SIA
599
Schear Investment Advisers
Ohio
$3.91M +$199K +897 +6%
FFA
600
Farther Finance Advisors
California
$3.9M +$1.82M +8,205 +120%