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1,435 hedge funds and large institutions have $45.3B invested in Vertiv in 2025 Q3 according to their latest regulatory filings, with 266 funds opening new positions, 594 increasing their positions, 438 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 266 | Existing positions closed: 122

36% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 438

15% more capital invested

Capital invested by funds: $39.4B → $45.3B (+$5.89B)

10% more funds holding

Funds holding: 1,3071,435 (+128)

1.9% less ownership

Funds ownership: 80.57%78.68% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 5755 (-2)

11% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $3.51B

Holders
1,435
Holders Change
+128
Holders Change %
+9.79%
% of All Funds
18.83%
Holding in Top 10
55
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.51%
% of All Funds
0.72%
New
266
Increased
594
Reduced
438
Closed
122
Calls
$3.14B
Puts
$3.51B
Net Calls
-$373M
Net Calls Change
-$1.27B
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$323M +$4.4M +33,012 +2%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$323M +$47.9M +359,454 +20%
UBS AM
28
UBS AM
Illinois
$320M -$39.1M -293,266 -12%
Legal & General Group
29
Legal & General Group
United Kingdom
$318M +$14M +104,921 +5%
BAMCO Inc
30
BAMCO Inc
New York
$312M -$66.7M -499,957 -19%
Victory Capital Management
31
Victory Capital Management
Texas
$306M -$310M -2,326,007 -53%
Raymond James Financial
32
Raymond James Financial
Florida
$306M +$16.8M +125,867 +7%
AQR Capital Management
33
AQR Capital Management
Connecticut
$302M +$5.81M +43,584 +2%
Charles Schwab
34
Charles Schwab
California
$300M +$11.5M +85,957 +5%
Deutsche Bank
35
Deutsche Bank
Germany
$296M +$49.8M +373,043 +23%
FAM
36
Fred Alger Management
New York
$295M -$172M -1,291,534 -40%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$276M +$146M +1,091,210 +148%
NSCM
38
New South Capital Management
Tennessee
$254M -$21.1M -158,439 -9%
Amundi
39
Amundi
France
$220M -$29.9M -224,248 -14%
Winslow Capital Management
40
Winslow Capital Management
Minnesota
$202M -$298M -2,236,190 -63%
Goldman Sachs
41
Goldman Sachs
New York
$201M +$39.8M +298,094 +29%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$201M -$11.4M -85,239 -6%
CHP
43
Castle Hook Partners
New York
$185M +$164M +1,227,072 New
Pictet Asset Management
44
Pictet Asset Management
Switzerland
$185M -$21.3M -159,988 -12%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$174M +$66M +494,534 +75%
Franklin Resources
46
Franklin Resources
California
$169M +$8.64M +64,755 +6%
LWCA
47
Locust Wood Capital Advisers
New York
$169M -$27.3M -204,481 -15%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$167M +$23.8M +178,255 +19%
Federated Hermes
49
Federated Hermes
Pennsylvania
$166M +$132M +992,031 +935%
Swiss National Bank
50
Swiss National Bank
Switzerland
$157M -$6.86M -51,400 -5%

VRT Hedge Fund Activity: Q3 2025 in Review

1,435 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q3 2025, worth a combined $45.3B — up 15% from $39.4B a quarter earlier.

Buyers outnumbered sellers: 266 funds opened new VRT positions and 122 closed out — a net gain of 144 holders — while 594 added to existing stakes and 438 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $633M. The largest seller was Victory Capital Management, cutting an estimated $310M.

  • 1,435 institutional investors held Vertiv (VRT) as of Q3 2025, up from 1,307 in Q2 2025.
  • Funds reported $45.3B of Vertiv stock for Q3 2025, up 15% quarter-over-quarter.
  • 266 funds opened new Vertiv positions in Q3 2025 and 122 closed out, a net change of +144 holders.
  • The largest Vertiv buyer in Q3 2025 was T. Rowe Price Associates, an estimated $633M added.
  • The largest Vertiv seller in Q3 2025 was Victory Capital Management, an estimated $310M sold.

Based on aggregated 13F filings for Q3 2025.