We are live on ! Find out more

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
CPC
976
Congress Park Capital
New York
$330K -$336K -3,455 -57%
LNWWM
977
Laird Norton Wetherby Wealth Management
California
$329K +$249K +2,563 New
BF
978
bLong Financial
Tennessee
$327K +$248K +2,550 New
ACM
979
Alta Capital Management
Utah
$326K +$247K +2,541 New
CFS
980
CRA Financial Services
New Jersey
$326K +$247K +2,538 New
SFS
981
Sharp Financial Services
Pennsylvania
$325K -$175K -1,800 -42%
GA
982
Goldstein Advisors
Wisconsin
$323K +$244K +2,513 New
SWP
983
Sagespring Wealth Partners
Tennessee
$322K +$244K +2,511 New
S
984
Sunpointe
Missouri
$321K +$243K +2,503 New
CPA
985
Capital Performance Advisors
California
$321K +$243K +2,497 New
AssetMark Inc
986
AssetMark Inc
California
$321K +$189K +1,945 +352%
AIM
987
Advyzon Investment Management
Illinois
$319K -$43.8K -450 -15%
WFAG
988
Worth Financial Advisory Group
North Carolina
$318K +$241K +2,478 New
AWC
989
Abundance Wealth Counselors
Pennsylvania
$316K +$239K +2,457 New
AIS
990
AM Investment Strategies
Tennessee
$316K +$240K +2,465 New
VA
991
VestGen Advisors
Illinois
$316K +$239K +2,458 New
SMC
992
Smith, Moore & Co
Missouri
$315K +$239K +2,456 New
MWM
993
Modera Wealth Management
New Jersey
$313K +$237K +2,440 New
BIG
994
Brooklyn Investment Group
New York
$313K +$110K +1,130 +86%
WFI
995
West Family Investments
California
$310K +$235K +2,418 New
PCS
996
Personal CFO Solutions
New Jersey
$310K +$235K +2,415 New
WMA
997
Wealth Management Associates
New Jersey
$307K +$233K +2,392 New
CF
998
Centaurus Financial
California
$307K -$486 -5 -0.2%
CI
999
Cavalier Investments
Georgia
$305K +$231K +2,372 New
MGCM
1000
Mane Global Capital Management
New York
$304K +$230K +2,369 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.