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Vertiv
VRT

Overview Fund Activity

1,286 hedge funds and large institutions have $39.2B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 302 funds opening new positions, 525 increasing their positions, 351 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+160
Holders Change %
+14.21%
% of All Funds
17.24%
Holding in Top 10
55
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+139.13%
% of All Funds
0.74%
New
302
Increased
525
Reduced
351
Closed
127
Calls
$4.39B
Puts
$3.5B
Net Calls
+$894M
Net Calls Change
+$1.08B

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$459M
2
Victory Capital Management
Victory Capital Management
Texas
+$448M
3
NL
Nuveen LLC
North Carolina
+$318M
4
Bank of America
Bank of America
North Carolina
+$273M
5
Morgan Stanley
Morgan Stanley
New York
+$258M

Top Sellers

1
Amundi
Amundi
France
-$669M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$573M
3
Jennison Associates
Jennison Associates
New York
-$308M
4
Barclays
Barclays
United Kingdom
-$208M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAB
301
First American Bank
Illinois
$8.74M -$266K -2,075 -3%
OIA
302
OneDigital Investment Advisors
Kansas
$8.69M +$736K +5,733 +9%
HRCM
303
Hood River Capital Management
Florida
$8.69M +$8.69M +67,652 New
Prudential Financial
304
Prudential Financial
New Jersey
$8.65M -$5.52M -42,953 -39%
TD Asset Management
305
TD Asset Management
Ontario, Canada
$8.4M -$51.5K -401 -0.6%
REAM
306
Ripple Effect Asset Management
New York
$8.39M +$8.39M +65,300 New
ZP
307
Zimmer Partners
New York
$8.35M -$10.9M -85,000 -57%
CC
308
Covalis Capital
United Kingdom
$8.26M +$8.26M +64,302 New
BAAM
309
Baker Avenue Asset Management
California
$8.1M -$1.04M -8,127 -11%
CIC
310
Chase Investment Counsel
Virginia
$8.01M +$1.05M +8,175 +15%
Corient Private Wealth
311
Corient Private Wealth
Florida
$7.99M +$3.66M +28,089 +85%
Pathstone Holdings
312
Pathstone Holdings
New Jersey
$7.95M +$1.61M +12,574 +26%
Creative Planning
313
Creative Planning
Kansas
$7.77M +$589K +4,584 +8%
Two Sigma Advisers
314
Two Sigma Advisers
New York
$7.73M +$3.43M +26,700 +80%
URS
315
Utah Retirement Systems
Utah
$7.73M +$104K +811 +1%
SAM
316
Sycomore Asset Management
France
$7.71M – – –
OC
317
Oppenheimer & Co
New York
$7.69M +$315K +2,450 +4%
NRS
318
Neville Rodie & Shaw
New York
$7.64M +$527K +4,105 +7%
HighTower Advisors
319
HighTower Advisors
Illinois
$7.63M +$1.13M +8,788 +17%
IBOK
320
Independence Bank of Kentucky
Kentucky
$7.59M +$814K +6,341 +12%
Truist Financial
321
Truist Financial
North Carolina
$7.47M -$1.87M -14,583 -20%
SLI
322
Sumitomo Life Insurance
Japan
$7.47M +$865K +6,737 +13%
PFSRSONJ
323
Police & Firemen's Retirement System of New Jersey
New Jersey
$7.42M +$742K +5,782 +11%
MML Investors Services
324
MML Investors Services
Massachusetts
$7.39M +$2.06M +16,067 +39%
BCIM
325
British Columbia Investment Management
British Columbia, Canada
$7.31M -$1.45M -11,273 -17%
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