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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
AV
451
ASR Vermogensbeheer
Netherlands
$3.23M +$1.08M +11,068 +78%
NAAA
452
New Age Alpha Advisors
New York
$3.21M
HCS
453
Himension Capital (Singapore)
Singapore
$3.14M -$629K -6,472 -21%
DF
454
Donoghue Forlines
Massachusetts
$3.14M +$2.38M +24,435 New
Axa
455
Axa
France
$3.13M +$1.11M +11,380 +88%
LB
456
Legacy Bridge
Iowa
$3.13M +$77.8K +800 +3%
SA
457
Sovran Advisors
California
$3.12M +$23.9K +246 +1%
BIM
458
Baldwin Investment Management
Pennsylvania
$3.12M -$1.37M -14,130 -37%
CM
459
Caption Management
Oklahoma
$3.1M +$2.35M +24,150 New
CPA
460
Capital Planning Advisors
California
$3.1M +$451K +4,639 +24%
New York State Teachers Retirement System (NYSTRS)
461
New York State Teachers Retirement System (NYSTRS)
New York
$3.08M -$147K -1,507 -6%
FIM
462
FWL Investment Management
Texas
$3.06M +$1.06M +10,868 +84%
CFO
463
Callan Family Office
Pennsylvania
$3.05M +$1.09M +11,199 +89%
MIM
464
MetLife Investment Management
New Jersey
$3.04M +$159K +1,636 +7%
BLC
465
Brown, Lisle/Cummings
Rhode Island
$3.02M -$31.6K -325 -1%
MA
466
Mezzasalma Advisors
New Jersey
$3.01M +$116K +1,194 +5%
TI
467
Tidal Investments
Wisconsin
$3M -$5.72M -58,783 -72%
KRS
468
Kentucky Retirement Systems
Kentucky
$2.95M -$146K -1,503 -6%
AWM
469
Apollon Wealth Management
South Carolina
$2.94M +$357K +3,668 +19%
IIM
470
INTECH Investment Management
Florida
$2.94M -$279K -2,869 -11%
GDCM
471
Galaxy Digital Capital Management
New York
$2.93M -$640K -6,585 -22%
SIG
472
Sargent Investment Group
Maryland
$2.89M +$629K +6,469 +45%
MYLI
473
Meiji Yasuda Life Insurance
Japan
$2.84M -$21.5K -221 -1%
GIS
474
Graphene Investments SAS
France
$2.84M -$710K -7,300 -25%
SWP
475
ShoreHaven Wealth Partners
New Jersey
$2.83M +$2.15M +22,058 New

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.