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1,307 hedge funds and large institutions have $39.4B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 302 funds opening new positions, 539 increasing their positions, 354 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more funds holding in top 10

Funds holding in top 10: 2357 (+34)

134% more first-time investments, than exits

New positions opened: 302 | Existing positions closed: 129

80% more capital invested

Capital invested by funds: $21.8B → $39.4B (+$17.6B)

52% more repeat investments, than reductions

Existing positions increased: 539 | Existing positions reduced: 354

26% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $3.5B

14% more funds holding

Funds holding: 1,1461,307 (+161)

1.5% more ownership

Funds ownership: 79.07%80.57% (+1.5%)

Holders
1,307
Holders Change
+161
Holders Change %
+14.05%
% of All Funds
17.21%
Holding in Top 10
57
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+147.83%
% of All Funds
0.75%
New
302
Increased
539
Reduced
354
Closed
129
Calls
$4.4B
Puts
$3.5B
Net Calls
+$901M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
Sterling Capital Management
North Carolina
$12.5M +$2.55M +26,236 +37%
PAG
252
Private Advisor Group
New Jersey
$12.5M +$895K +9,208 +10%
ZDA
253
Zweig-DiMenna Associates
New York
$12.5M
BFM
254
Boothbay Fund Management
New York
$12.4M -$1.57M -16,100 -14%
IWA
255
IBEX Wealth Advisors
New Jersey
$12.1M +$1.96M +20,123 +27%
CRCM
256
Crystal Rock Capital Management
Illinois
$12M +$338K +3,475 +4%
Vontobel Holding
257
Vontobel Holding
Switzerland
$11.9M -$2.27M -23,356 -20%
SCM
258
Silvant Capital Management
Georgia
$11.6M +$1.19M +12,259 +16%
ZCI
259
Zevenbergen Capital Investments
Washington
$11.6M
BCH
260
Berkshire Capital Holdings
California
$11.4M +$8.64M +88,850 +888,500%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$11.4M +$1.47M +15,152 +21%
Cerity Partners
262
Cerity Partners
New York
$11.4M +$1.93M +19,889 +29%
EAM
263
EFG Asset Management
Oregon
$11.3M +$1.61M +16,546 +23%
SSA
264
Sierra Summit Advisors
Nevada
$11.3M -$246K -2,533 -3%
Natixis Advisors
265
Natixis Advisors
Massachusetts
$11.2M +$1.47M +15,130 +21%
BA
266
Bridgewater Associates
Connecticut
$11M -$80.2M -824,340 -91%
PCM
267
Polymer Capital Management
New York
$11M +$5.08M +52,212 +157%
KIA
268
KCM Investment Advisors
California
$10.9M +$511K +5,251 +7%
JSP
269
Jackson Square Partners
California
$10.9M -$13.3M -137,213 -62%
Hudson Bay Capital Management
270
Hudson Bay Capital Management
Connecticut
$10.9M +$8.26M +84,906 New
SCM
271
SIR Capital Management
New York
$10.7M +$8.08M +83,120 New
CC
272
Cornerstone Capital
California
$10.3M +$939K +9,655 +14%
QCM
273
QRG Capital Management
Illinois
$10.3M +$3.73M +38,320 +92%
PAG
274
Private Advisory Group
Washington
$10.2M -$330K -3,394 -4%
FM
275
Freemont Management
Switzerland
$10.2M +$1.81M +18,600 +31%

VRT Hedge Fund Activity: Q2 2025 in Review

1,307 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2025, worth a combined $39.4B — up 80% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 302 funds opened new VRT positions and 129 closed out — a net gain of 173 holders — while 539 added to existing stakes and 354 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $348M. The largest seller was Amundi, cutting an estimated $523M.

  • 1,307 institutional investors held Vertiv (VRT) as of Q2 2025, up from 1,146 in Q1 2025.
  • Funds reported $39.4B of Vertiv stock for Q2 2025, up 80% quarter-over-quarter.
  • 302 funds opened new Vertiv positions in Q2 2025 and 129 closed out, a net change of +173 holders.
  • The largest Vertiv buyer in Q2 2025 was Winslow Capital Management, an estimated $348M added.
  • The largest Vertiv seller in Q2 2025 was Amundi, an estimated $523M sold.

Based on aggregated 13F filings for Q2 2025.