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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
EI
351
Ethic Inc
New York
$6.3M +$582K +5,990 +14%
DF
352
DNCA Finance
France
$6.21M -$1.18M -12,140 -20%
YIH
353
Y-Intercept (HK)
Hong Kong
$6.17M +$4.67M +48,050 New
MA
354
MYDA Advisors
New York
$6.16M
IMPI
355
Ilmarinen Mutual Pension Insurance
Finland
$6.04M +$4.57M +47,000 New
PA
356
Pinnacle Associates
New York
$6.02M +$371K +3,818 +9%
PS
357
Pennant Select
New Jersey
$6.01M -$311K -3,200 -6%
PCM
358
Penserra Capital Management
California
$5.98M +$1.18M +12,174 +35%
PF
359
Phoenix Financial
Israel
$5.98M +$4.18M +43,026 +1,163%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$5.96M +$1.57M +16,161 +53%
NL
361
NWAM LLC
Washington
$5.84M +$674K +6,928 +21%
CCMG
362
Clark Capital Management Group
Pennsylvania
$5.77M -$488K -5,022 -10%
MCM
363
Mitchell Capital Management
Kansas
$5.72M +$4.31M +44,294 New
LFP
364
Leeward Financial Partners
Washington
$5.61M +$136K +1,400 +3%
VVP
365
Venture Visionary Partners
Ohio
$5.58M +$776K +7,983 +23%
William Blair & Company
366
William Blair & Company
Illinois
$5.55M +$234K +2,405 +6%
EBWM
367
Eagle Bluffs Wealth Management
Missouri
$5.53M +$41.3K +425 +1%
GVAG
368
Great Valley Advisor Group
Delaware
$5.52M +$277K +2,846 +7%
SAA
369
Southeast Asset Advisors
Georgia
$5.46M -$92.5K -951 -2%
OCA
370
Otter Creek Advisors
Florida
$5.45M +$4.13M +42,436 New
UIA
371
Ulland Investment Advisors
Minnesota
$5.42M -$286K -2,939 -7%
NCGI
372
Next Century Growth Investors
Minnesota
$5.38M +$1.07M +11,005 +36%
ORI
373
Oak Ridge Investments
Illinois
$5.35M +$54.1K +556 +1%
Lazard Asset Management
374
Lazard Asset Management
New York
$5.33M -$2.74M -28,183 -40%
MYAM
375
Meiji Yasuda Asset Management
Japan
$5.31M -$599K -6,155 -13%

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.