We are live on ! Find out more

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
Nisa Investment Advisors
426
Nisa Investment Advisors
Missouri
$3.76M +$359K +3,692 +14%
Bank of Nova Scotia
427
Bank of Nova Scotia
Ontario, Canada
$3.75M +$944K +9,712 +50%
SPIA
428
Steward Partners Investment Advisory
New York
$3.74M +$1.97M +20,225 +228%
AB
429
Amalgamated Bank
New York
$3.72M +$348K +3,576 +14%
SFGP
430
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.69M -$37K -381 -1%
WI
431
Westbourne Investments
Virginia
$3.68M +$2.32M +23,875 +502%
National Bank of Canada
432
National Bank of Canada
Quebec, Canada
$3.65M +$1.54M +15,827 +125%
ECP
433
Electron Capital Partners
New York
$3.64M -$6.22K -64 -0.2%
BIG
434
Boothe Investment Group
Delaware
$3.61M +$2.73M +28,111 New
PWM
435
Perigon Wealth Management
California
$3.53M +$222K +2,282 +9%
Nomura Holdings
436
Nomura Holdings
Japan
$3.52M -$12.9M -132,567 -83%
SCM
437
Summerhill Capital Management
Ontario, Canada
$3.5M -$16.9K -174 -0.6%
SCM
438
Seascape Capital Management
New Hampshire
$3.5M -$34.6K -356 -1%
SC
439
Scotia Capital
Ontario, Canada
$3.47M +$299K +3,070 +13%
AUB
440
Atlantic Union Bankshares
Virginia
$3.47M +$2.62M +26,993 New
MAM
441
Morse Asset Management
Connecticut
$3.45M -$135K -1,388 -5%
SG Americas Securities
442
SG Americas Securities
New York
$3.45M +$2.61M +26,837 New
Manulife (Manufacturers Life Insurance)
443
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.45M -$1.13M -11,578 -30%
1WM
444
1858 Wealth Management
Ohio
$3.43M +$59K +607 +2%
FDCDDQ
445
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42M -$1.07M -10,983 -29%
CCIA
446
Cherry Creek Investment Advisors
Colorado
$3.37M +$389 +4 +0%
AAS
447
Avantax Advisory Services
Texas
$3.36M +$149K +1,536 +6%
CI
448
Corient IA
Florida
$3.34M +$2.53M +26,000 New
WGC
449
Watts Gwilliam & Co
Arizona
$3.28M +$333K +3,421 +17%
SC
450
Seldon Capital
California
$3.24M -$1.4M -14,364 -36%

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.