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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
WIA
776
World Investment Advisors
California
$669K +$168K +1,732 +50%
ECM
777
Everence Capital Management
Indiana
$668K -$674K -6,930 -57%
GIA
778
Gladstone Institutional Advisory
Florida
$668K +$63.7K +655 +14%
HWM
779
HB Wealth Management
Georgia
$666K -$143K -1,466 -22%
SFI
780
Siemens Fonds Invest
Germany
$661K +$97K +997 +24%
TWM
781
Tripletail Wealth Management
Florida
$660K +$458K +4,707 New
SIA
782
Schear Investment Advisers
Ohio
$654K +$495K +5,095 New
HIA
783
Harbor Investment Advisory
Maryland
$653K +$48.5K +499 +11%
FWA
784
FSM Wealth Advisors
Ohio
$651K +$167K +1,717 +50%
CPIG
785
Chicago Partners Investment Group
Illinois
$649K +$78.4K +806 +19%
CMBA
786
C.M. Bidwell & Associates
Hawaii
$649K -$14.8K -152 -3%
CAIMH
787
Central Asset Investments & Management Holdings
Hong Kong
$648K +$491K +5,050 New
BFIC
788
Bedell Frazier Investment Counselling
California
$648K +$3.89K +40 +0.8%
HA
789
Harbor Advisors
Florida
$642K
NL
790
NKCFO LLC
Illinois
$642K +$486K +5,000 New
DAS
791
Diversify Advisory Services
Utah
$641K +$119K +1,219 +38%
AWA
792
Arete Wealth Advisors
Illinois
$641K -$45.7K -470 -9%
SWM
793
Segment Wealth Management
Texas
$638K +$1.65K +17 +0.3%
MP
794
McDonald Partners
Ohio
$632K
BCM
795
Berbice Capital Management
New York
$629K +$19.4K +200 +4%
WA
796
Waddell & Associates
Tennessee
$627K +$125K +1,290 +36%
AG
797
AlTi Global
New York
$626K +$12.1K +124 +3%
DWM
798
Dakota Wealth Management
Florida
$624K -$3.42M -35,220 -88%
LAIC
799
Lederer & Associates Investment Counsel
California
$618K -$445K -4,572 -49%
CM
800
Capula Management
Cayman Islands
$616K +$467K +4,800 New

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.