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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 %
CM
451
Caption Management
Oklahoma
$3.1M +$3.1M +24,150 New
CPA
452
Capital Planning Advisors
California
$3.1M +$596K +4,639 +24%
New York State Teachers Retirement System (NYSTRS)
453
New York State Teachers Retirement System (NYSTRS)
New York
$3.08M -$194K -1,507 -6%
FIM
454
FWL Investment Management
Texas
$3.06M +$1.4M +10,868 +84%
CFO
455
Callan Family Office
Pennsylvania
$3.05M +$1.44M +11,199 +89%
MIM
456
MetLife Investment Management
New Jersey
$3.04M +$210K +1,636 +7%
BLC
457
Brown, Lisle/Cummings
Rhode Island
$3.02M -$41.7K -325 -1%
MA
458
Mezzasalma Advisors
New Jersey
$3.01M +$153K +1,194 +5%
TI
459
Tidal Investments
Wisconsin
$3M -$7.55M -58,783 -72%
KRS
460
Kentucky Retirement Systems
Kentucky
$2.95M -$193K -1,503 -6%
AWM
461
Apollon Wealth Management
South Carolina
$2.94M +$471K +3,668 +19%
IIM
462
INTECH Investment Management
Florida
$2.94M -$368K -2,869 -11%
SIG
463
Sargent Investment Group
Maryland
$2.89M +$904K +6,469 +45%
MYLI
464
Meiji Yasuda Life Insurance
Japan
$2.84M -$28.4K -221 -1%
GIS
465
Graphene Investments SAS
France
$2.84M -$937K -7,300 -25%
SWP
466
ShoreHaven Wealth Partners
New Jersey
$2.83M +$2.83M +22,058 New
GCM
467
Graham Capital Management
Connecticut
$2.83M +$2.83M +22,000 New
HAG
468
HighPoint Advisor Group
Illinois
$2.81M -$23K -179 -0.8%
Fisher Asset Management
469
Fisher Asset Management
Washington
$2.8M +$2.8M +21,766 New
TC
470
Trilogy Capital
California
$2.79M +$2.79M +21,727 New
HWAM
471
Hennion & Walsh Asset Management
New Jersey
$2.79M +$261K +2,030 +10%
SSWM
472
Smith Salley Wealth Management
North Carolina
$2.77M +$254K +1,981 +10%
TI
473
Trexquant Investment
Connecticut
$2.76M -$20.2M -157,053 -88%
OAM
474
Oppenheimer Asset Management
New York
$2.71M -$633K -4,928 -19%
DILIC
475
Dai-ichi Life Insurance Company
Japan
$2.71M +$1.08M +8,421 +67%
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