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Vertiv
VRT

Overview Fund Activity

1,286 hedge funds and large institutions have $39.2B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 302 funds opening new positions, 525 increasing their positions, 351 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+160
Holders Change %
+14.21%
% of All Funds
17.24%
Holding in Top 10
55
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+139.13%
% of All Funds
0.74%
New
302
Increased
525
Reduced
351
Closed
127
Calls
$4.39B
Puts
$3.5B
Net Calls
+$894M
Net Calls Change
+$1.08B

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$459M
2
Victory Capital Management
Victory Capital Management
Texas
+$448M
3
NL
Nuveen LLC
North Carolina
+$318M
4
Bank of America
Bank of America
North Carolina
+$273M
5
Morgan Stanley
Morgan Stanley
New York
+$258M

Top Sellers

1
Amundi
Amundi
France
-$669M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$573M
3
Jennison Associates
Jennison Associates
New York
-$308M
4
Barclays
Barclays
United Kingdom
-$208M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRI
601
Colonial River Investments
Virginia
$1.37M +$122K +1,010 +10%
SQA
602
Simon Quick Advisors
New Jersey
$1.36M -$184K -1,433 -12%
DFCM
603
Dark Forest Capital Management
Puerto Rico
$1.36M +$1.36M +10,591 New
HH
604
Hilltop Holdings
Texas
$1.35M +$213K +1,659 +19%
AWM
605
AE Wealth Management
Kansas
$1.35M +$58K +452 +4%
SFA
606
Sequoia Financial Advisors
Ohio
$1.33M +$339K +2,643 +34%
SPS
607
Susquehanna Portfolio Strategies
Pennsylvania
$1.33M +$1.33M +10,358 New
SVWAG
608
Sound View Wealth Advisors Group
Georgia
$1.33M -$174K -1,353 -12%
HNB
609
Huntington National Bank
Ohio
$1.32M +$506K +3,942 +62%
IAIM
610
International Assets Investment Management
Florida
$1.32M +$127K +989 +11%
GAM
611
Generali Asset Management
Italy
$1.32M +$1.13M +8,792 +601%
BAM
612
Belpointe Asset Management
Nevada
$1.31M +$492K +3,834 +60%
FFO
613
Fiduciary Family Office
Florida
$1.31M +$435K +3,387 +50%
CIS
614
Custom Index Systems
New York
$1.29M +$159K +1,242 +14%
LOAMS
615
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.29M +$1.29M +10,018 New
LCM
616
LDR Capital Management
New York
$1.29M -$449K -3,494 -26%
EC
617
EdgeRock Capital
Colorado
$1.29M +$29.4K +229 +2%
KM
618
KP Management
Minnesota
$1.28M -$2.2M -17,171 -63%
SCM
619
Shelton Capital Management
Colorado
$1.28M +$642K +5,000 +100%
CG
620
Carmignac Gestion
France
$1.28M +$1.28M +10,000 New
WI
621
Wahed Invest
New York
$1.28M +$71.9K +560 +6%
CCA
622
Catalyst Capital Advisors
New York
$1.26M – – –
EFM
623
E Fund Management
China
$1.26M +$1.26M +9,844 New
MC
624
Moors & Cabot
Massachusetts
$1.26M -$413K -3,216 -25%
MA
625
Mutual Advisors
Nebraska
$1.26M +$96.8K +704 +8%
23 24
25
26 27