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
PIM
1001
Plato Investment Management
Australia
$303K -$385K -3,954 -63%
SFC
1002
SYM Financial Corp
Indiana
$302K +$228K +2,348 New
FRA
1003
Frank Rimerman Advisors
California
$299K +$226K +2,326 New
EFMC
1004
Empire Financial Management Company
New York
$297K +$225K +2,314 New
EFG
1005
Everhart Financial Group
Ohio
$296K +$224K +2,305 New
SWA
1006
Stratos Wealth Advisors
Ohio
$295K -$53K -545 -19%
BIM
1007
Barton Investment Management
Pennsylvania
$295K +$224K +2,300 New
C
1008
Certuity
Florida
$294K +$223K +2,291 New
NW
1009
Naviter Wealth
Arkansas
$294K +$223K +2,289 New
TM
1010
TigerOak Management
New Mexico
$294K +$222K +2,286 New
AO
1011
Advisor OS
Illinois
$293K +$222K +2,278 New
TC
1012
TwinBeech Capital
New York
$289K -$88.9M -914,645 -100%
CSPIA
1013
Cary Street Partners Investment Advisory
Virginia
$289K +$50.3K +517 +30%
EFS
1014
Essex Financial Services
Connecticut
$289K +$219K +2,252 New
HIS
1015
Horizon Investment Services
Indiana
$288K +$218K +2,240 New
WEG
1016
World Equity Group
Illinois
$287K +$217K +2,235 New
GJIA
1017
Glass Jacobson Investment Advisors
Maryland
$285K +$8.36K +86 +4%
BSG
1018
Black Swift Group
Colorado
$283K +$214K +2,200 New
PGWM
1019
Parisi Gray Wealth Management
New Jersey
$282K +$213K +2,195 New
WW
1020
Waterfront Wealth
Kansas
$282K +$213K +2,194 New
LFG
1021
Larson Financial Group
Missouri
$281K -$15.4K -158 -7%
Bank Julius Baer & Co
1022
Bank Julius Baer & Co
Switzerland
$278K -$39.2K -403 -16%
SW
1023
SkyOak Wealth
Michigan
$278K -$292K -3,000 -58%
CA
1024
Continuum Advisory
Idaho
$278K +$51.8K +533 +33%
HPC
1025
HM Payson & Co
Maine
$276K +$48.6K +500 +30%

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.