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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
IWP
826
Insight Wealth Partners
Texas
$552K +$115K +1,180 +38%
HA
827
Herold Advisors
New York
$551K +$33.5K +345 +9%
TCA
828
Transcend Capital Advisors
New Jersey
$548K -$7.97K -82 -2%
RCM
829
Raleigh Capital Management
North Carolina
$546K -$17K -175 -4%
HW
830
Hancock Whitney
Mississippi
$535K -$6.07M -62,469 -94%
HT
831
Heritage Trust
Oklahoma
$533K +$49.2K +506 +14%
PA
832
Parallel Advisors
California
$533K +$70.2K +722 +21%
TFA
833
Trinity Financial Advisors
Ohio
$531K +$402K +4,135 New
KPWS
834
Kestra Private Wealth Services
Texas
$530K -$2.82K -29 -0.7%
DTL
835
Dynamic Technology Lab
Singapore
$529K +$92.4K +950 +30%
MWM
836
Maridea Wealth Management
New York
$525K +$397K +4,087 New
HFM
837
Hartford Funds Management
Pennsylvania
$523K +$396K +4,074 New
WCM
838
WealthBridge Capital Management
Ohio
$521K +$92.8K +954 +31%
RFC
839
Regions Financial Corp
Alabama
$520K +$394K +4,052 New
FSA
840
Fort Sheridan Advisors
Illinois
$518K +$48.6K +500 +14%
GC
841
Grange Capital
Oregon
$517K -$217K -2,235 -36%
ICP
842
Interchange Capital Partners
Pennsylvania
$516K -$14.5K -149 -4%
HFS
843
Hantz Financial Services
Michigan
$514K +$60.9K +626 +19%
UCMOK
844
United Capital Management of KS
Kansas
$514K +$389K +4,000 New
EWA
845
EverSource Wealth Advisors
Alabama
$514K +$203K +2,092 +110%
FDS
846
First Dallas Securities
Texas
$513K +$95.1K +978 +32%
SFC
847
Swisher Financial Concepts
Ohio
$511K +$41.6K +428 +12%
GTAM
848
Global Trust Asset Management
Florida
$510K +$386K +3,974 New
LSIA
849
LaSalle St. Investment Advisors
Illinois
$508K +$50.7K +521 +15%
KC
850
Kadensa Capital
Hong Kong
$504K +$382K +3,925 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.