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Vertiv
VRT

Overview Fund Activity

1,286 hedge funds and large institutions have $39.2B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 302 funds opening new positions, 525 increasing their positions, 351 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+160
Holders Change %
+14.21%
% of All Funds
17.24%
Holding in Top 10
55
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+139.13%
% of All Funds
0.74%
New
302
Increased
525
Reduced
351
Closed
127
Calls
$4.39B
Puts
$3.5B
Net Calls
+$894M
Net Calls Change
+$1.08B

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$459M
2
Victory Capital Management
Victory Capital Management
Texas
+$448M
3
NL
Nuveen LLC
North Carolina
+$318M
4
Bank of America
Bank of America
North Carolina
+$273M
5
Morgan Stanley
Morgan Stanley
New York
+$258M

Top Sellers

1
Amundi
Amundi
France
-$669M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$573M
3
Jennison Associates
Jennison Associates
New York
-$308M
4
Barclays
Barclays
United Kingdom
-$208M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGS
951
Galvin Gaustad & Stein
Arizona
$343K +$343K +2,669 New
A
952
Allianz
Germany
$339K -$302K -2,348 -47%
CPRC
953
Consolidated Portfolio Review Corp
New York
$338K +$338K +2,630 New
SAM
954
Synergy Asset Management
Washington
$336K +$336K +2,614 New
CWM
955
Concentrum Wealth Management
California
$335K +$335K +2,608 New
SCP
956
Sender Company & Partners
New York
$334K -$224K -1,744 -40%
C
957
Covestor
United Kingdom
$332K +$175K +1,362 +111%
IWM
958
IHT Wealth Management
Illinois
$332K +$332K +2,582 New
EW
959
Evoke Wealth
California
$331K +$331K +2,580 New
MCM
960
Magnolia Capital Management
New York
$331K +$331K +2,580 New
BIM
961
Bridges Investment Management
Nebraska
$331K +$331K +2,576 New
CPC
962
Congress Park Capital
New York
$330K -$444K -3,455 -57%
LNWWM
963
Laird Norton Wetherby Wealth Management
California
$329K +$329K +2,563 New
BF
964
bLong Financial
Tennessee
$327K +$327K +2,550 New
ACM
965
Alta Capital Management
Utah
$326K +$326K +2,541 New
CFS
966
CRA Financial Services
New Jersey
$326K +$326K +2,538 New
SFS
967
Sharp Financial Services
Pennsylvania
$325K -$231K -1,800 -42%
GA
968
Goldstein Advisors
Wisconsin
$323K +$323K +2,513 New
SWP
969
Sagespring Wealth Partners
Tennessee
$322K +$322K +2,511 New
S
970
Sunpointe
Missouri
$321K +$321K +2,503 New
CPA
971
Capital Performance Advisors
California
$321K +$321K +2,497 New
AssetMark Inc
972
AssetMark Inc
California
$321K +$250K +1,945 +352%
AIM
973
Advyzon Investment Management
Illinois
$319K -$57.8K -450 -15%
WFAG
974
Worth Financial Advisory Group
North Carolina
$318K +$318K +2,478 New
AWC
975
Abundance Wealth Counselors
Pennsylvania
$316K +$316K +2,457 New
37 38
39
40 41