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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
PFU
726
Parus Finance (UK)
United Kingdom
$807K +$119K +1,228 +24%
ONB
727
Old National Bancorp
Indiana
$806K +$611K +6,279 New
DADC
728
D.A. Davidson & Co
Montana
$802K +$42.7K +439 +8%
FG
729
Foresight Group
United Kingdom
$793K +$108K +1,115 +22%
EH
730
Equitable Holdings
New York
$790K +$19.5K +201 +3%
FA
731
FDx Advisors
Illinois
$786K -$19K -195 -3%
UM
732
UniSuper Management
Australia
$783K -$68.1K -700 -10%
PTC
733
Private Trust Company
Ohio
$783K +$153K +1,578 +35%
HA
734
Huntleigh Advisors
Missouri
$777K +$128K +1,321 +28%
QWM
735
Quadcap Wealth Management
Texas
$774K +$16.2K +167 +3%
PCM
736
Presidio Capital Management
California
$772K +$7.78K +80 +1%
Mirae Asset Global ETFs Holdings
737
Mirae Asset Global ETFs Holdings
Hong Kong
$769K +$121K +1,242 +26%
AMCA
738
Arthur M. Cohen & Associates
Illinois
$767K +$6.81K +70 +1%
PCM
739
Prelude Capital Management
New York
$760K -$197K -2,026 -26%
CQWA
740
Chokshi & Queen Wealth Advisors
California
$758K -$85.6K -880 -13%
IA
741
IAM Advisory
Pennsylvania
$754K +$30.2K +311 +6%
MS
742
Mizuho Securities
Japan
$754K +$512K +5,270 +878%
SAM
743
S.A. Mason
Michigan
$752K -$19K -195 -3%
GSWM
744
Golden State Wealth Management
California
$749K +$28.9K +297 +5%
FFN
745
Focus Financial Network
Minnesota
$748K +$61K +627 +12%
CA
746
Cullinan Associates
Kentucky
$745K -$119K -1,222 -17%
Lido Advisors
747
Lido Advisors
California
$745K +$240K +2,471 +74%
FFA
748
Farther Finance Advisors
California
$739K -$12.8K -132 -2%
SIA
749
Strategic Investment Advisors
Michigan
$737K -$100K -1,028 -15%
FA
750
FSA Advisors
Michigan
$734K +$194 +2 +0%

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.