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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
WI
576
WBI Investments
New Jersey
$1.74M +$966K +9,937 +278%
OAM
577
Ostrum Asset Management
France
$1.74M +$347K +3,564 +36%
DS
578
DRW Securities
Illinois
$1.72M +$1.3M +13,408 New
CCM
579
Copeland Capital Management
Pennsylvania
$1.7M +$386K +3,973 +43%
JSSH
580
J. Safra Sarasin Holding
$1.7M -$1.72M -17,677 -57%
EPA
581
Element Pointe Advisors
Florida
$1.67M
CSA
582
Cottage Street Advisors
Massachusetts
$1.67M -$190K -1,956 -13%
APC
583
Aspire Private Capital
North Carolina
$1.67M -$56.7K -583 -4%
FFG
584
Floyd Financial Group
Missouri
$1.67M +$206K +2,118 +19%
PI
585
PFG Investments
New York
$1.67M +$499K +5,134 +66%
SS
586
SBI Securities
Japan
$1.65M -$109K -1,125 -8%
WBC
587
Westpac Banking Corp
Australia
$1.65M +$623K +6,411 +100%
NERM
588
New England Research & Management
Illinois
$1.64M +$247K +2,537 +25%
PAS
589
Park Avenue Securities
New York
$1.63M +$1.23M +12,677 New
IA
590
IFP Advisors
Florida
$1.62M +$671K +6,895 +121%
CIA
591
Cladis Investment Advisory
Montana
$1.61M +$12.2K +125 +1%
AI
592
AXS Investments
New York
$1.61M
NCM
593
Novare Capital Management
North Carolina
$1.58M +$729K +7,500 +157%
HI
594
Horizon Investments
North Carolina
$1.57M +$1.02M +10,449 +581%
GAG
595
GM Advisory Group
New York
$1.57M -$746K -7,670 -39%
BHC
596
Bowen Hanes & Co
Florida
$1.54M
MPWS
597
McCarter Private Wealth Services
Massachusetts
$1.54M +$704K +7,243 +153%
HCA
598
Harbour Capital Advisors
Virginia
$1.52M -$545K -5,600 -31%
MYIA
599
Mount Yale Investment Advisors
Colorado
$1.5M -$14.2K -146 -1%
SOAMC
600
Spirit of America Management Corp
New York
$1.5M

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.