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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
KA
601
Kovack Advisors
Florida
$3.9M -$9.09M -40,957 -73%
ALMGDA
602
AG2R La Mondiale Gestion d'Actifs
France
$3.85M +$79.5K +358 +2%
FISPB
603
Fideuram - Intesa Sanpaolo Private Banking
$3.83M -$105K -475 -3%
NB
604
Norinchukin Bank
Japan
$3.82M +$3.38M +15,240 New
WR
605
WD Rutherford
Oregon
$3.81M +$30.9K +139 +0.9%
PI
606
PFG Investments
New York
$3.8M -$337K -1,519 -9%
UCFA
607
United Capital Financial Advisors
Texas
$3.78M +$1.36M +6,117 +68%
AI
608
Atria Investments
North Carolina
$3.77M +$1.99M +8,951 +147%
LNWTC
609
Laird Norton Wetherby Trust Company
Washington
$3.76M +$151K +679 +5%
SS
610
SBI Securities
Japan
$3.71M -$1.29M -5,812 -28%
BIA
611
Benchmark Investment Advisors
Illinois
$3.69M +$3.27M +14,739 New
Lazard Asset Management
612
Lazard Asset Management
New York
$3.69M -$424K -1,911 -11%
HBWM
613
Hollow Brook Wealth Management
New York
$3.68M -$17.3K -78 -0.5%
HCS
614
Himension Capital (Singapore)
Singapore
$3.67M -$1.15M -5,185 -26%
LOAMS
615
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.66M +$248K +1,117 +8%
NPT
616
National Philanthropic Trust
Pennsylvania
$3.6M -$2.89K -13 -0.1%
AWA
617
Arkadios Wealth Advisors
Georgia
$3.59M -$305K -1,376 -9%
MFS
618
Mirabella Financial Services
United Kingdom
$3.58M +$2.76M +12,439 +675%
BCI
619
Brinker Capital Investments
Pennsylvania
$3.57M +$675K +3,041 +27%
SOAMC
620
Spirit of America Management Corp
New York
$3.56M +$66.6K +300 +2%
KPWS
621
Kestra Private Wealth Services
Texas
$3.55M +$721K +3,249 +30%
TMAM
622
Tokio Marine Asset Management
Japan
$3.53M +$77.7K +350 +3%
JWCA
623
J.W. Cole Advisors
Florida
$3.52M -$585K -2,635 -16%
SI
624
Shaker Investments
Ohio
$3.51M -$170K -765 -5%
BBVA
625
Banco Bilbao Vizcaya Argentaria
Spain
$3.49M +$3.12M +14,075 New