We are live on ! Find out more

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
SC
601
Stance Capital
Massachusetts
$1.49M +$1.13M +11,600 New
LFAS
602
Level Four Advisory Services
Texas
$1.49M +$241K +2,480 +27%
IFG
603
Independent Financial Group
California
$1.47M +$370K +3,809 +50%
EML
604
Eos Management LP
New York
$1.46M +$1.11M +11,377 New
VA
605
Vident Advisory
Georgia
$1.45M -$176K -1,814 -14%
GF
606
Gabelli Funds
New York
$1.41M
AAIS
607
ABN AMRO Investment Solutions
$1.4M +$59.9K +616 +6%
CHAM
608
Clear Harbor Asset Management
Connecticut
$1.4M +$351K +3,610 +49%
KF
609
Krilogy Financial
Missouri
$1.4M +$1.06M +10,883 New
SPC
610
Sigma Planning Corp
Michigan
$1.4M +$254K +2,611 +32%
CPSC
611
Carl P. Sherr & Co
Massachusetts
$1.38M -$7.78K -80 -0.7%
CRI
612
Colonial River Investments
Virginia
$1.37M +$98.2K +1,010 +10%
DFCM
613
Dark Forest Capital Management
Puerto Rico
$1.36M +$1.03M +10,591 New
HH
614
Hilltop Holdings
Texas
$1.35M +$161K +1,659 +19%
AWM
615
AE Wealth Management
Kansas
$1.35M +$44K +452 +4%
SFA
616
Sequoia Financial Advisors
Ohio
$1.33M +$257K +2,643 +34%
SPS
617
Susquehanna Portfolio Strategies
Pennsylvania
$1.33M +$1.01M +10,358 New
SVWAG
618
Sound View Wealth Advisors Group
Georgia
$1.33M -$132K -1,353 -12%
HNB
619
Huntington National Bank
Ohio
$1.32M +$383K +3,942 +62%
IAIM
620
International Assets Investment Management
Florida
$1.32M +$96.2K +989 +11%
GAM
621
Generali Asset Management
Italy
$1.32M +$855K +8,792 +601%
BAM
622
Belpointe Asset Management
Nevada
$1.31M +$373K +3,834 +60%
FFO
623
Fiduciary Family Office
Florida
$1.31M +$329K +3,387 +50%
CIS
624
Custom Index Systems
New York
$1.29M +$121K +1,242 +14%
LOAMS
625
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.29M +$974K +10,018 New

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.