We are live on ! Find out more

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
BTI
801
Blue Trust Inc
Georgia
$609K +$317K +3,263 +220%
FT
802
Fiduciary Trust
Massachusetts
$609K +$461K +4,741 New
ATC
803
Argent Trust Co
Tennessee
$605K +$28.7K +295 +7%
VC
804
Veracity Capital
Georgia
$605K -$19.7K -203 -4%
TWC
805
TD Waterhouse Canada
Ontario, Canada
$604K -$1.58M -16,220 -77%
KWM
806
Kingsman Wealth Management
Florida
$603K +$97 +1 +0%
FIM
807
Freedom Investment Management
Connecticut
$599K +$163K +1,672 +56%
IA
808
IFG Advisory
Georgia
$596K +$44K +452 +11%
JPMIA
809
J.P. Marvel Investment Advisors
Massachusetts
$591K
HGA
810
Hobbs Group Advisors
South Carolina
$590K +$447K +4,595 New
MA
811
MONECO Advisors
Connecticut
$590K -$778 -8 -0.2%
LBWM
812
Left Brain Wealth Management
Illinois
$587K +$445K +4,575 New
SCM
813
SCS Capital Management
Massachusetts
$586K +$1.46K +15 +0.3%
LIM
814
Leavell Investment Management
Alabama
$584K +$118K +1,215 +36%
CAM
815
Costello Asset Management
Pennsylvania
$577K
MAS
816
Meeder Advisory Services
Ohio
$570K +$8.27K +85 +2%
SCP
817
Sivia Capital Partners
California
$567K +$430K +4,417 New
OC
818
Opinicus Capital
Florida
$566K -$280K -2,877 -40%
HI
819
Harbour Investments
Wisconsin
$562K +$208K +2,138 +96%
PFA
820
Peak Financial Advisors
Colorado
$560K +$424K +4,364 New
MGP
821
Metis Global Partners
California
$557K -$196K -2,012 -32%
SWA
822
Sax Wealth Advisors
New Jersey
$557K -$9.92K -102 -2%
GM
823
GeoWealth Management
Illinois
$556K -$3.99K -41 -0.9%
RBWA
824
RFG - Bristol Wealth Advisors
Massachusetts
$554K -$658K -6,768 -61%
KIM
825
Kane Investment Management
California
$553K -$221K -2,277 -35%

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.