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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
Squarepoint
526
Squarepoint
New York
$2.09M -$21.5M -221,187 -93%
EOJOAM
527
E. Ohman J:or Asset Management
Sweden
$2.09M
CIBC Asset Management
528
CIBC Asset Management
Ontario, Canada
$2.08M +$9.53K +98 +0.6%
AAS
529
Ameritas Advisory Services
Nebraska
$2.08M -$1.07M -10,958 -40%
ATPW
530
Ashton Thomas Private Wealth
Arizona
$2.07M +$625K +6,425 +66%
CRWM
531
Castle Rock Wealth Management
California
$2.07M +$1.58M +16,243 New
HCG
532
Haven Capital Group
California
$2.06M +$68.7K +706 +5%
AA
533
Ancora Advisors
Ohio
$2.04M +$1.32M +13,525 +579%
MFG
534
MidWestOne Financial Group
Iowa
$2.03M +$1.54M +15,806 New
CCG
535
Cloverfields Capital Group
Minnesota
$2.01M
BCV
536
Banque Cantonale Vaudoise
Switzerland
$2M -$295K -3,029 -16%
LIP
537
Liontrust Investment Partners
United Kingdom
$1.99M -$5.06M -51,991 -77%
VI
538
Vestcor Inc
New Brunswick, Canada
$1.98M -$667K -6,857 -31%
EIP
539
Easterly Investment Partners
Massachusetts
$1.98M
SCM
540
Sandler Capital Management
New York
$1.97M +$1.49M +15,363 New
AI
541
Atom Investors
Texas
$1.96M -$636K -6,536 -30%
CBA
542
Coastal Bridge Advisors
Connecticut
$1.96M +$1.48M +15,249 New
LF
543
Lighthouse Financial
Florida
$1.95M +$121K +1,244 +9%
AI
544
Atria Investments
North Carolina
$1.94M +$431K +4,437 +42%
CWM
545
CIBC World Markets
New York
$1.93M -$113K -1,162 -7%
BCI
546
Brinker Capital Investments
Pennsylvania
$1.93M -$1M -10,288 -41%
M
547
Mirova
France
$1.93M +$486K +5,000 +50%
SWM
548
Shelton Wealth Management
Texas
$1.92M +$550K +5,660 +61%
IAN
549
Integrated Advisors Network
Texas
$1.91M +$482K +4,954 +50%
GAA
550
Guardian Asset Advisors
Pennsylvania
$1.9M +$236K +2,428 +20%

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.