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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
CCG
651
Ceeto Capital Group
Florida
$1.16M
NWM
652
Nicola Wealth Management
British Columbia, Canada
$1.16M -$681K -7,000 -44%
OMC
653
Oasis Management Company
Cayman Islands
$1.16M +$875K +9,000 New
CFG
654
Citizens Financial Group
Rhode Island
$1.14M +$20.7K +213 +2%
IMCOOI
655
Investment Management Corp of Ontario (IMCO)
Canada
$1.14M -$117K -1,200 -12%
ACM
656
Arlington Capital Management
Illinois
$1.14M
RWPA
657
Richard W. Paul & Associates
Michigan
$1.13M +$7.68K +79 +0.9%
NAM
658
NTV Asset Management
West Virginia
$1.13M +$389K +4,000 +83%
CIM
659
Caldwell Investment Management
Ontario, Canada
$1.12M +$846K +8,700 New
CAM
660
Congress Asset Management
Massachusetts
$1.11M -$4.67K -48 -0.6%
EA
661
Emerald Advisers
Pennsylvania
$1.11M +$64.3K +661 +8%
SWM
662
StoneCrest Wealth Management
Arizona
$1.11M +$81.1K +834 +11%
PI
663
Point72 Italy
Italy
$1.09M +$827K +8,500 New
IP
664
Intellectus Partners
California
$1.08M -$53K -545 -6%
BPA
665
Beacon Pointe Advisors
California
$1.07M -$220K -2,266 -21%
WIM
666
WealthPlan Investment Management
Nebraska
$1.07M +$143K +1,475 +22%
QI
667
Qtron Investments
Massachusetts
$1.06M
GAM
668
Gemmer Asset Management
California
$1.05M -$7.29K -75 -0.9%
KeyBank National Association
669
KeyBank National Association
Ohio
$1.05M -$59.8K -615 -7%
RMC
670
Ring Mountain Capital
California
$1.05M +$35.4K +364 +5%
Jacobs Levy Equity Management
671
Jacobs Levy Equity Management
New Jersey
$1.03M +$783K +8,047 New
AA
672
ALPS Advisors
Colorado
$1.03M +$388K +3,989 +99%
WAM
673
Westport Asset Management
Connecticut
$1.03M
DAS
674
Dynamic Advisor Solutions
Arizona
$1.02M +$78.7K +809 +11%
GCC
675
Guardian Capital (Canada)
Ontario, Canada
$1.01M +$74.7K +768 +11%

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.