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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
CF
926
Cantor Fitzgerald
New York
$375K +$284K +2,923 New
ISL
927
Ingalls & Snyder LLC
New York
$375K -$2.92K -30 -1%
LA
928
LexAurum Advisors
Kansas
$374K +$283K +2,910 New
CW
929
Channel Wealth
California
$373K -$1.67M -17,199 -86%
EA
930
Enclave Advisors
Texas
$373K +$282K +2,904 New
EFG
931
Elm3 Financial Group
Georgia
$372K -$17.9K -184 -6%
BP
932
Ballentine Partners
Massachusetts
$372K +$281K +2,894 New
GI
933
GAMMA Investing
California
$371K +$34.1K +351 +14%
AAP
934
Arax Advisory Partners
Colorado
$371K +$28K +288 +11%
EI
935
Ellevest Inc
New York
$365K +$277K +2,845 New
AWM
936
Atticus Wealth Management
Florida
$365K +$96.5K +992 +54%
RA
937
RFG Advisory
Alabama
$364K +$276K +2,835 New
WCM
938
Washburn Capital Management
Florida
$362K
PFS
939
Prospect Financial Services
New York
$362K -$36.6K -376 -12%
BA
940
Bluesphere Advisors
Pennsylvania
$361K
CWP
941
Cyndeo Wealth Partners
Florida
$360K +$273K +2,807 New
CC
942
Centiva Capital
New York
$360K +$130K +1,332 +90%
BHIA
943
Birch Hill Investment Advisors
Massachusetts
$359K -$60.3K -620 -18%
RT
944
Rockland Trust
Massachusetts
$359K +$272K +2,793 New
IWA
945
Icon Wealth Advisors
Texas
$357K +$1.95K +20 +0.7%
RIP
946
Reliant Investment Partners
North Carolina
$356K
PTP
947
Platform Technology Partners
New York
$356K +$269K +2,769 New
TAM
948
Titleist Asset Management
Texas
$353K +$267K +2,749 New
OF
949
Optimize Financial
California
$353K +$267K +2,748 New
MWM
950
Mindset Wealth Management
Indiana
$351K -$30.1K -310 -10%

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.