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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
AAM
551
Azzad Asset Management
Virginia
$1.89M +$1.43M +14,702 New
EDRH
552
Edmond de Rothschild Holding
Switzerland
$1.87M -$55.5K -571 -4%
DWM
553
Darwin Wealth Management
Florida
$1.87M +$407K +4,183 +40%
WMP
554
Wealth Management Partners
Arizona
$1.85M +$311K +3,197 +28%
ALMGDA
555
AG2R La Mondiale Gestion d'Actifs
France
$1.85M -$61.7K -634 -4%
SB
556
SIG Brokerage
New York
$1.85M -$2.63M -27,080 -65%
LJAC
557
L.J. Altfest & Co
New York
$1.84M +$464K +4,776 +50%
JWCA
558
J.W. Cole Advisors
Florida
$1.83M +$286K +2,945 +26%
RWM
559
Rockline Wealth Management
New York
$1.81M +$130K +1,338 +10%
GC
560
Globeflex Capital
California
$1.81M
MOS
561
MGO One Seven
Ohio
$1.8M +$1.03M +10,643 +316%
GRP
562
Global Retirement Partners
California
$1.8M +$1.36M +14,002 New
ACM
563
Arosa Capital Management
Florida
$1.8M +$1.36M +14,000 New
Koshinski Asset Management
564
Koshinski Asset Management
Illinois
$1.78M +$145K +1,491 +12%
Thrivent Financial for Lutherans
565
Thrivent Financial for Lutherans
Minnesota
$1.78M +$420K +4,314 +45%
CL
566
Choreo LLC
Illinois
$1.78M +$512K +5,270 +62%
SCA
567
Snowden Capital Advisors
New York
$1.78M +$74.9K +770 +6%
NIP
568
Nicholas Investment Partners
California
$1.77M -$2.19M -22,499 -62%
WAM
569
Werlinich Asset Management
Connecticut
$1.77M -$4.38K -45 -0.3%
SAM
570
Shell Asset Management
Netherlands
$1.77M +$284K +2,916 +27%
SS
571
Sunbelt Securities
Texas
$1.76M -$75.9K -780 -5%
HCM
572
Hodges Capital Management
Texas
$1.76M -$407K -4,190 -23%
PL
573
Polianta Ltd
Jersey
$1.76M
TMAM
574
Tokio Marine Asset Management
Japan
$1.75M +$132K +1,353 +11%
FI
575
Finivi Inc
Massachusetts
$1.75M +$52.3K +538 +4%

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.