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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
HI
901
Hudock Inc
Pennsylvania
$1.28M -$109K -489 -9%
GI
902
GAMMA Investing
California
$1.28M +$313K +1,409 +38%
WA
903
Win Advisors
Florida
$1.27M -$102K -459 -8%
LP
904
LMR Partners
United Kingdom
$1.27M -$14.4M -64,925 -93%
JCFM
905
JBR Co Financial Management
Oklahoma
$1.27M
FT
906
Fiduciary Trust
Massachusetts
$1.26M +$52.4K +236 +5%
HHGC
907
Hunting Hill Global Capital
New York
$1.26M -$1.22M -5,518 -52%
SWM
908
Segment Wealth Management
Texas
$1.26M -$444 -2 -0%
Balyasny Asset Management
909
Balyasny Asset Management
Illinois
$1.26M +$1.12M +5,037 New
RA
910
RFG Advisory
Alabama
$1.26M +$437K +1,968 +64%
Jacobs Levy Equity Management
911
Jacobs Levy Equity Management
New Jersey
$1.26M -$1.38M -6,196 -55%
WAM
912
WT Asset Management
Hong Kong
$1.25M -$76.4M -344,173 -99%
HA
913
Harbor Advisors
Florida
$1.25M
RP
914
Regal Partners
Australia
$1.25M +$555K +2,500 +100%
FPL
915
Fortress Private Ledger
North Carolina
$1.25M +$61K +275 +6%
CPBTD
916
Central Pacific Bank - Trust Division
Hawaii
$1.25M -$222K -1,000 -17%
NERM
917
New England Research & Management
Illinois
$1.24M -$772K -3,479 -41%
AG
918
AlTi Global
New York
$1.24M +$2K +9 +0.2%
DA
919
Dover Advisors
Virginia
$1.22M -$380K -1,712 -26%
EDRH
920
Edmond de Rothschild Holding
Switzerland
$1.22M -$1.14M -5,153 -51%
PSP
921
Principal Street Partners
Tennessee
$1.21M -$208K -937 -16%
NIA
922
NBZ Investment Advisors
Tennessee
$1.2M +$1.07M +4,805 New
VC
923
Veracity Capital
Georgia
$1.2M -$183K -824 -15%
SIA
924
Strategic Investment Advisors
Michigan
$1.2M +$423K +1,906 +67%
KC
925
Kepler Cheuvreux
$1.19M -$152K -686 -13%