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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
HCA
626
Harbour Capital Advisors
Virginia
$3.49M
WMP
627
Wealth Management Partners
Arizona
$3.48M -$682K -3,071 -18%
RP
628
Rowlandmiller & Partners
Georgia
$3.48M -$4.76M -21,450 -61%
NIP
629
Nicholas Investment Partners
California
$3.46M
WAM
630
Werlinich Asset Management
Connecticut
$3.45M
WorldQuant Millennium Advisors
631
WorldQuant Millennium Advisors
New York
$3.45M +$1.73M +7,811 +131%
CL
632
Choreo LLC
Illinois
$3.44M +$806K +3,632 +36%
AWA
633
Arete Wealth Advisors
Illinois
$3.44M +$1.09M +4,922 +56%
SCM
634
Sone Capital Management
New York
$3.44M -$10.3M -46,341 -77%
CSA
635
Cornerstone Select Advisors
Missouri
$3.42M +$222K +999 +8%
CFO
636
Callan Family Office
Pennsylvania
$3.4M -$93.5K -421 -3%
FI
637
Finivi Inc
Massachusetts
$3.39M +$284K +1,279 +10%
SCB
638
Saudi Central Bank
Saudi Arabia
$3.36M +$2.98M +13,407 New
GAM
639
Generali Asset Management
Italy
$3.34M +$1.35M +6,089 +84%
CA
640
CSM Advisors
Pennsylvania
$3.32M +$1.59M +7,146 +117%
SWASL
641
Spartan Wealth Advisory Services LLC
Michigan
$3.31M +$2.94M +13,223 New
Koshinski Asset Management
642
Koshinski Asset Management
Illinois
$3.31M -$75.5K -340 -3%
YDMI
643
Y.D. More Investments
Israel
$3.31M +$2.93M +13,202 New
FCP
644
Fidelis Capital Partners
Florida
$3.31M +$444K +2,001 +18%
Lido Advisors
645
Lido Advisors
California
$3.29M +$1.54M +6,928 +111%
BCV
646
Banque Cantonale Vaudoise
Switzerland
$3.29M +$41.1K +185 +1%
NCM
647
Novare Capital Management
North Carolina
$3.25M -$365K -1,645 -11%
GTAM
648
Global Trust Asset Management
Florida
$3.24M +$63.7K +287 +2%
GCM
649
Goldstream Capital Management
Hong Kong
$3.24M -$803K -3,618 -22%
VIS
650
Vega Investment Solutions
France
$3.22M