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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
SXL
876
Summit X LLC
Missouri
$453K +$343K +3,526 New
CA
877
Claro Advisors
Massachusetts
$452K -$214K -2,197 -38%
LWM
878
Liberty Wealth Management
California
$452K +$342K +3,517 New
HFAS
879
Hummer Financial Advisory Services
Illinois
$449K
CGH
880
Crossmark Global Holdings
Texas
$449K +$21.4K +220 +7%
GWM
881
Geneos Wealth Management
Colorado
$449K -$360K -3,704 -51%
CA
882
CoreCap Advisors
Michigan
$446K +$205K +2,104 +153%
SYBT
883
Stock Yards Bank & Trust
Kentucky
$443K +$56.5K +581 +20%
MMC
884
Mizuho Markets Cayman
Cayman Islands
$441K -$1.11M -11,444 -77%
GAM
885
Guinness Asset Management
United Kingdom
$439K -$76.8K -790 -19%
BIG
886
Brookwood Investment Group
Arizona
$438K +$1.36K +14 +0.4%
FA
887
Fedenia Advisers
Wisconsin
$434K +$329K +3,380 New
AWA
888
Aaron Wealth Advisors
Illinois
$433K -$2.63K -27 -0.8%
LWL
889
Leo Wealth LLC
Texas
$432K -$110K -1,127 -25%
PP
890
PDS Planning
Ohio
$431K +$4.57K +47 +1%
ALAM
891
Asahi Life Asset Management
Japan
$431K +$326K +3,355 New
HFW
892
Horizon Family Wealth
Illinois
$430K +$97 +1 +0%
AC
893
Aristeia Capital
Connecticut
$430K +$326K +3,352 New
DCM
894
Dudley Capital Management
Virginia
$430K -$7.29K -75 -2%
WA
895
Waverly Advisors
Alabama
$428K +$324K +3,335 New
WSFS
896
Wilmington Savings Fund Society
Delaware
$427K +$206K +2,123 +176%
AM
897
AGF Management
Ontario, Canada
$425K
FAG
898
Fortitude Advisory Group
Washington
$422K -$38K -391 -11%
CFA
899
Cahill Financial Advisors
Minnesota
$416K
GF
900
Gries Financial
Ohio
$411K -$22.3K -229 -7%

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.