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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
NW
951
NewEdge Wealth
Pennsylvania
$351K +$245K +2,519 New
SFS
952
Sowell Financial Services
Arkansas
$350K -$82.3K -846 -24%
HWP
953
Highline Wealth Partners
California
$350K -$63.3K -651 -19%
AT
954
American Trust
Kentucky
$350K +$265K +2,724 New
RBFC
955
Roman Butler Fullerton & Co
Missouri
$350K +$247K +2,544 New
LS
956
Livforsakringsbolaget Skandia
Sweden
$349K -$253K -2,600 -49%
DWM
957
Dynasty Wealth Management
Florida
$347K -$161K -1,653 -38%
AF
958
Allworth Financial
California
$347K +$200K +2,052 +316%
CWIG
959
Chung Wu Investment Group
Texas
$345K +$262K +2,690 New
IC
960
Inscription Capital
Texas
$343K +$260K +2,674 New
MA
961
Montag & Associates
Georgia
$343K -$18.4K -189 -7%
AAM
962
Aureus Asset Management
Massachusetts
$343K +$260K +2,673 New
MLL
963
Moody Lynn & Lieberson
Massachusetts
$343K +$260K +2,672 New
AWM
964
Ariadne Wealth Management
California
$343K +$18.4K +189 +8%
GGS
965
Galvin Gaustad & Stein
Arizona
$343K +$260K +2,669 New
A
966
Allianz
Germany
$339K -$228K -2,348 -47%
CPRC
967
Consolidated Portfolio Review Corp
New York
$338K +$256K +2,630 New
SAM
968
Synergy Asset Management
Washington
$336K +$254K +2,614 New
CWM
969
Concentrum Wealth Management
California
$335K +$254K +2,608 New
SCP
970
Sender Company & Partners
New York
$334K -$170K -1,744 -40%
C
971
Covestor
United Kingdom
$332K +$132K +1,362 +111%
IWM
972
IHT Wealth Management
Illinois
$332K +$251K +2,582 New
EW
973
Evoke Wealth
California
$331K +$251K +2,580 New
MCM
974
Magnolia Capital Management
New York
$331K +$251K +2,580 New
BIM
975
Bridges Investment Management
Nebraska
$331K +$251K +2,576 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.