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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
USCWA
501
U.S. Capital Wealth Advisors
Texas
$2.39M -$4.26M -43,852 -70%
CIC
502
Carnegie Investment Counsel
Ohio
$2.38M +$700K +7,195 +63%
KIG
503
Kennedy Investment Group
New Jersey
$2.38M +$134K +1,376 +8%
MSRPS
504
Maryland State Retirement & Pension System
Maryland
$2.37M +$171K +1,756 +10%
MWM
505
Meridian Wealth Management
Kentucky
$2.33M -$291K -2,988 -14%
GIBU
506
Gulf International Bank (UK)
United Kingdom
$2.33M -$252K -2,594 -13%
HHGC
507
Hunting Hill Global Capital
New York
$2.32M +$321K +3,296 +22%
ACP
508
Albar Capital Partners
United Kingdom
$2.32M +$1.76M +18,085 New
PCM
509
Parsons Capital Management
Rhode Island
$2.31M -$751K -7,720 -30%
TF
510
Telligent Fund
Hong Kong
$2.31M -$292K -3,000 -14%
AWS
511
Atria Wealth Solutions
New York
$2.31M -$961K -9,880 -35%
Capstone Investment Advisors
512
Capstone Investment Advisors
New York
$2.24M +$203K +2,085 +14%
OSAM
513
O'Shaughnessy Asset Management
Connecticut
$2.24M +$146K +1,501 +9%
IWC
514
Integrated Wealth Concepts
Massachusetts
$2.23M +$737K +7,578 +77%
VIS
515
Vega Investment Solutions
France
$2.22M -$260K -2,678 -13%
PCA
516
Pallas Capital Advisors
Massachusetts
$2.22M +$838K +8,619 +99%
BMSSC
517
B. Metzler seel. Sohn & Co
Germany
$2.19M +$332K +3,409 +25%
PFS
518
Prospera Financial Services
Texas
$2.18M +$546K +5,615 +49%
HKAM
519
Horizon Kinetics Asset Management
New York
$2.16M +$67.6K +695 +4%
BIP
520
Bouvel Investment Partners
Pennsylvania
$2.16M +$568K +5,839 +53%
QC
521
Quaero Capital
Switzerland
$2.15M +$149K +1,530 +10%
OC
522
Optimas Capital
Hong Kong
$2.13M +$1.61M +16,600 New
AAM
523
Advisors Asset Management
Colorado
$2.12M +$184K +1,889 +13%
EMPI
524
Elo Mutual Pension Insurance
Finland
$2.1M -$253K -2,602 -14%
AWA
525
Arkadios Wealth Advisors
Georgia
$2.09M -$52.9K -544 -3%

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.