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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 %
CI
476
Carroll Investors
South Carolina
$2.7M +$692K +5,396 +34%
EFM
477
Eley Financial Management
Vermont
$2.69M -$371K -2,887 -12%
WS
478
Wedbush Securities
California
$2.69M -$312K -2,429 -10%
BFS
479
Bard Financial Services
Connecticut
$2.65M – – –
HIP
480
HUB Investment Partners
Texas
$2.64M +$1.01M +7,845 +62%
NS
481
NBC Securities
Alabama
$2.64M -$34.8K -271 -1%
USPCM
482
Union Square Park Capital Management
New York
$2.57M – – –
KI
483
Keystone Investors
Singapore
$2.53M +$2.53M +19,666 New
CB
484
Commerce Bank
Missouri
$2.52M -$147K -1,146 -6%
JHCP
485
Jackson Hole Capital Partners
Oklahoma
$2.51M +$356K +2,774 +17%
Principal Financial Group
486
Principal Financial Group
Iowa
$2.51M -$16.2M -126,303 -87%
WAP
487
Wealthcare Advisory Partners
Pennsylvania
$2.49M +$102K +796 +4%
EPM
488
Elm Partners Management
Pennsylvania
$2.45M +$2.45M +19,053 New
IMRF
489
Illinois Municipal Retirement Fund
Illinois
$2.43M +$27.4K +213 +1%
MFG
490
Merit Financial Group
Georgia
$2.41M +$646K +5,029 +37%
AWM
491
Axxcess Wealth Management
California
$2.4M +$1.07M +8,319 +80%
USCWA
492
U.S. Capital Wealth Advisors
Texas
$2.39M -$5.63M -43,852 -70%
CIC
493
Carnegie Investment Counsel
Ohio
$2.38M +$924K +7,195 +63%
KIG
494
Kennedy Investment Group
New Jersey
$2.38M +$177K +1,376 +8%
MSRPS
495
Maryland State Retirement & Pension System
Maryland
$2.37M +$225K +1,756 +10%
MWM
496
Meridian Wealth Management
Kentucky
$2.33M -$384K -2,988 -14%
GIBU
497
Gulf International Bank (UK)
United Kingdom
$2.33M -$333K -2,594 -13%
HHGC
498
Hunting Hill Global Capital
New York
$2.32M +$423K +3,296 +22%
ACP
499
Albar Capital Partners
United Kingdom
$2.32M +$2.32M +18,085 New
PCM
500
Parsons Capital Management
Rhode Island
$2.31M -$991K -7,720 -30%
18 19
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