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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
Vontobel Holding
201
Vontobel Holding
Switzerland
$41.4M -$5.54M -24,943 -13%
Treasurer of the State of North Carolina
202
Treasurer of the State of North Carolina
North Carolina
$40.8M +$771K +3,473 +2%
WT
203
Whittier Trust
California
$40.4M +$3.16M +14,226 +10%
SPPAM
204
Summit Partners Public Asset Management
Massachusetts
$40.3M -$14.7M -66,050 -29%
Voloridge Investment Management
205
Voloridge Investment Management
Florida
$39.4M +$34.9M +157,401 New
M
206
Mirova
France
$37.9M +$26.8M +120,563 +391%
KK
207
KLP Kapitalforvaltning
Norway
$37.3M +$1.15M +5,200 +4%
D.E. Shaw & Co
208
D.E. Shaw & Co
New York
$36.9M -$33.2M -149,467 -50%
Natixis Advisors
209
Natixis Advisors
Massachusetts
$35.4M +$10.9M +49,133 +53%
VIM
210
Vinva Investment Management
Australia
$35M -$721K -3,246 -2%
UBP
211
Union Bancaire Privee
Switzerland
$34.4M -$11.3M -51,056 -24%
TAF
212
Tredje AP-fonden
Sweden
$34.3M -$4.19M -18,858 -12%
MIF
213
Mediolanum International Funds
Ireland
$34.2M +$3.47M +15,639 +12%
State of Tennessee, Department of Treasury
214
State of Tennessee, Department of Treasury
Tennessee
$34.2M +$18.7M +84,102 +161%
SAM
215
SEB Asset Management
$32.9M +$29.2M +131,362 New
AAS
216
Annex Advisory Services
Wisconsin
$32.2M +$28.5M +128,392 New
HighTower Advisors
217
HighTower Advisors
Illinois
$32M +$2.93M +13,209 +12%
State of New Jersey Common Pension Fund D
218
State of New Jersey Common Pension Fund D
New Jersey
$31.4M
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$31.3M -$6.75M -30,390 -19%
William Blair & Company
220
William Blair & Company
Illinois
$31.3M -$6.41M -28,886 -19%
SMDAM
221
Sumitomo Mitsui DS Asset Management
Japan
$31M -$2.4M -10,826 -8%
CS
222
Candriam SCA
Luxembourg
$30.9M +$20.4M +91,880 +294%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$30.8M +$2.45M +11,019 +10%
AGAM
224
Avalon Global Asset Management
California
$30.1M
NA
225
NewEdge Advisors
Louisiana
$29.9M -$9.01M -40,574 -25%