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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
BP
301
Broadleaf Partners
Ohio
$9.06M -$40.6K -417 -0.6%
Toronto Dominion Bank
302
Toronto Dominion Bank
Ontario, Canada
$8.99M +$1.59M +16,319 +30%
RC
303
Riposte Capital
New York
$8.99M -$9.72M -100,000 -59%
GIM
304
Goodlander Investment Management
Texas
$8.99M +$6.81M +70,000 New
BPWM
305
Badgley Phelps Wealth Managers
Washington
$8.93M +$808K +8,313 +14%
FAB
306
First American Bank
Illinois
$8.74M -$202K -2,075 -3%
OIA
307
OneDigital Investment Advisors
Kansas
$8.69M +$558K +5,733 +9%
HRCM
308
Hood River Capital Management
Florida
$8.69M +$6.58M +67,652 New
Prudential Financial
309
Prudential Financial
New Jersey
$8.65M -$4.18M -42,953 -39%
TD Asset Management
310
TD Asset Management
Ontario, Canada
$8.4M -$39K -401 -0.6%
REAM
311
Ripple Effect Asset Management
New York
$8.39M +$6.35M +65,300 New
ZP
312
Zimmer Partners
New York
$8.35M -$8.27M -85,000 -57%
CC
313
Covalis Capital
United Kingdom
$8.26M +$6.25M +64,302 New
BAAM
314
Baker Avenue Asset Management
California
$8.1M -$790K -8,127 -11%
CIC
315
Chase Investment Counsel
Virginia
$8.01M +$795K +8,175 +15%
Pathstone Holdings
316
Pathstone Holdings
New Jersey
$7.95M +$1.22M +12,574 +26%
Creative Planning
317
Creative Planning
Kansas
$7.77M +$446K +4,584 +8%
Two Sigma Advisers
318
Two Sigma Advisers
New York
$7.73M +$2.6M +26,700 +80%
URS
319
Utah Retirement Systems
Utah
$7.73M +$78.9K +811 +1%
SAM
320
Sycomore Asset Management
France
$7.71M
OC
321
Oppenheimer & Co
New York
$7.69M +$238K +2,450 +4%
NRS
322
Neville Rodie & Shaw
New York
$7.63M +$399K +4,105 +7%
HighTower Advisors
323
HighTower Advisors
Illinois
$7.63M +$855K +8,788 +17%
IBOK
324
Independence Bank of Kentucky
Kentucky
$7.59M +$617K +6,341 +12%
Truist Financial
325
Truist Financial
North Carolina
$7.47M -$1.42M -14,583 -20%

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.