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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
LCM
626
LDR Capital Management
New York
$1.29M -$340K -3,494 -26%
EC
627
EdgeRock Capital
Colorado
$1.29M +$22.3K +229 +2%
KM
628
KP Management
Minnesota
$1.28M -$1.67M -17,171 -63%
SCM
629
Shelton Capital Management
Colorado
$1.28M +$486K +5,000 +100%
CG
630
Carmignac Gestion
France
$1.28M +$972K +10,000 New
WI
631
Wahed Invest
New York
$1.28M +$54.5K +560 +6%
CCA
632
Catalyst Capital Advisors
New York
$1.26M
EFM
633
E Fund Management
China
$1.26M +$957K +9,844 New
MC
634
Moors & Cabot
Massachusetts
$1.26M -$313K -3,216 -25%
MA
635
Mutual Advisors
Nebraska
$1.26M +$68.5K +704 +8%
KRSITF
636
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.25M -$65.6K -675 -6%
FPAS
637
Focus Partners Advisor Solutions
Missouri
$1.24M +$489K +5,027 +108%
P
638
Pitcairn
Pennsylvania
$1.23M -$72.8K -749 -7%
PIM
639
Platinum Investment Management
Australia
$1.22M +$928K +9,539 New
AFCM
640
Applied Finance Capital Management
Puerto Rico
$1.22M +$923K +9,491 New
II
641
Inspire Investing
Idaho
$1.21M -$329K -3,381 -26%
FLPIM
642
F.L. Putnam Investment Management
Massachusetts
$1.21M -$389K -4,001 -30%
BBVA
643
Banco Bilbao Vizcaya Argentaria
Spain
$1.21M -$9M -92,548 -91%
QP
644
Quartz Partners
New York
$1.2M +$49.7K +511 +6%
CTA
645
Chesley Taft & Associates
Illinois
$1.19M +$47.2K +485 +6%
VT
646
Vise Technologies
New York
$1.18M +$897K +9,225 New
IGAM
647
iA Global Asset Management
Quebec, Canada
$1.18M +$503K +5,173 +130%
RL
648
Retireful LLC
Michigan
$1.17M +$302K +3,103 New
PWM
649
Prosperity Wealth Management
California
$1.17M -$146K -1,503 -14%
QPW
650
Quantum Private Wealth
Florida
$1.16M +$226K +2,320 +34%

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.