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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
VRS
676
Virginia Retirement Systems
Virginia
$1M +$759K +7,800 New
BRWA
677
B. Riley Wealth Advisors
Florida
$999K +$756K +7,777 New
RIS
678
Richmond Investment Services
Wisconsin
$998K +$161K +1,655 +27%
GFG
679
Greenberg Financial Group
Arizona
$998K -$90.7K -933 -24%
JCFM
680
JBR Co Financial Management
Oklahoma
$996K +$24.5K +252 +3%
BJL
681
Brighton Jones LLC
Washington
$990K +$750K +7,712 New
KWA
682
Kingswood Wealth Advisors
California
$989K -$39.7K -408 -5%
RC
683
Rithm Capital
New York
$989K +$292K +3,000 +64%
PCIA
684
Prime Capital Investment Advisors
Kansas
$986K -$412K -4,239 -36%
PWMG
685
Prestige Wealth Management Group
New Jersey
$981K +$14.7K +151 +2%
TPA
686
Trivium Point Advisory
Connecticut
$980K +$194K +1,998 +35%
DA
687
Dover Advisors
Virginia
$970K +$72.9K +750 +11%
KCFA
688
Key Client Fiduciary Advisors
New Jersey
$969K +$59.8K +615 +9%
CCM
689
Coldstream Capital Management
Washington
$965K +$57K +586 +8%
SQA
690
Simon Quick Advisors
New Jersey
$964K -$439K -4,518 -38%
CGIM
691
Cannon Global Investment Management
Florida
$963K +$729K +7,500 New
CFM
692
Catalyst Funds Management
Australia
$963K +$729K +7,500 New
WCA
693
Westover Capital Advisors
Delaware
$955K -$446K -4,584 -38%
MAG
694
MRA Advisory Group
New Jersey
$951K -$168K -1,731 -19%
KIM
695
Kestra Investment Management
Texas
$951K +$716K +7,365 +9,953%
CSA
696
Cornerstone Select Advisors
Missouri
$948K +$339K +3,487 +89%
HWM
697
Hohimer Wealth Management
Washington
$933K -$22.3K -229 -3%
BEI
698
Benjamin Edwards Inc
Missouri
$921K -$56.9K -585 -8%
CIA
699
Concurrent Investment Advisors
Florida
$920K +$169K +1,739 +32%
WE
700
Wealth Effects
Massachusetts
$918K -$97.2K -1,000 -12%

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.