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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
CCM
701
Cinctive Capital Management
New York
$901K +$682K +7,018 New
WIS
702
Wright Investors Service
Connecticut
$898K -$28.4K -292 -4%
N
703
Natixis
France
$892K +$267K +2,745 +65%
PWS
704
Peterson Wealth Services
Utah
$885K -$97 -1 -0%
DIM
705
Delta Investment Management
California
$884K +$163K +1,674 +32%
PPW
706
Parcion Private Wealth
Washington
$883K +$122K +1,253 +22%
RCA
707
Roberts Capital Advisors
Colorado
$880K
OWA
708
Outlook Wealth Advisors
Texas
$873K +$21.3K +219 +3%
EP
709
Edgestream Partners
New Jersey
$865K -$692K -7,117 -51%
NWMG
710
National Wealth Management Group
Ohio
$850K +$644K +6,618 New
EAM
711
Erste Asset Management
Austria
$848K +$649K +6,669 New
TCWM
712
Total Clarity Wealth Management
Illinois
$845K -$44.7K -460 -7%
S
713
SignatureFD
Georgia
$844K -$10.3K -106 -2%
CAL
714
Capital Analysts LLC
Pennsylvania
$839K +$97.2K +1,000 +18%
KWM
715
Kingsview Wealth Management
Oregon
$834K -$20.2K -208 -3%
VAS
716
Vestmark Advisory Solutions
Massachusetts
$830K +$628K +6,462 New
LSA
717
Leonteq Securities AG
Switzerland
$829K -$2.91M -29,945 -82%
OFS
718
OneAscent Financial Services
Alabama
$827K +$627K +6,448 New
PSP
719
Principal Street Partners
Tennessee
$825K -$138K -1,419 -18%
NAM
720
NorthCrest Asset Manangement
Minnesota
$823K -$25.7K -264 -4%
EP
721
Essential Partners
California
$822K +$622K +6,398 New
WWM
722
Western Wealth Management
Colorado
$820K +$119K +1,225 +24%
GLA
723
Great Lakes Advisors
Illinois
$819K +$620K +6,376 New
HI
724
Hudock Inc
Pennsylvania
$817K +$95.4K +981 +18%
UCFA
725
United Capital Financial Advisors
Texas
$812K -$731K -7,516 -54%

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.