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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
GCM
476
Graham Capital Management
Connecticut
$2.83M +$2.14M +22,000 New
HAG
477
HighPoint Advisor Group
Illinois
$2.81M -$17.4K -179 -0.8%
Fisher Asset Management
478
Fisher Asset Management
Washington
$2.8M +$2.12M +21,766 New
TC
479
Trilogy Capital
California
$2.79M +$2.11M +21,727 New
HWAM
480
Hennion & Walsh Asset Management
New Jersey
$2.79M +$197K +2,030 +10%
SSWM
481
Smith Salley Wealth Management
North Carolina
$2.77M +$193K +1,981 +10%
TI
482
Trexquant Investment
Connecticut
$2.76M -$15.3M -157,053 -88%
OAM
483
Oppenheimer Asset Management
New York
$2.71M -$479K -4,928 -19%
DILIC
484
Dai-ichi Life Insurance Company
Japan
$2.71M +$819K +8,421 +67%
CI
485
Carroll Investors
South Carolina
$2.7M +$525K +5,396 +34%
EFM
486
Eley Financial Management
Vermont
$2.69M -$281K -2,887 -12%
WS
487
Wedbush Securities
California
$2.69M -$236K -2,429 -10%
BFS
488
Bard Financial Services
Connecticut
$2.65M
HIP
489
HUB Investment Partners
Texas
$2.64M +$763K +7,845 +62%
NS
490
NBC Securities
Alabama
$2.63M -$26.4K -271 -1%
USPCM
491
Union Square Park Capital Management
New York
$2.57M
KI
492
Keystone Investors
Singapore
$2.53M +$1.91M +19,666 New
CB
493
Commerce Bank
Missouri
$2.52M -$111K -1,146 -6%
JHCP
494
Jackson Hole Capital Partners
Oklahoma
$2.51M +$270K +2,774 +17%
Principal Financial Group
495
Principal Financial Group
Iowa
$2.51M -$12.3M -126,303 -87%
WAP
496
Wealthcare Advisory Partners
Pennsylvania
$2.49M +$77.4K +796 +4%
EPM
497
Elm Partners Management
Pennsylvania
$2.45M +$1.85M +19,053 New
IMRF
498
Illinois Municipal Retirement Fund
Illinois
$2.43M +$20.7K +213 +1%
MFG
499
Merit Financial Group
Georgia
$2.41M +$489K +5,029 +37%
AWM
500
Axxcess Wealth Management
California
$2.4M +$809K +8,319 +80%

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.