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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
MM
1026
MQS Management
New York
$274K +$207K +2,132 New
SAM
1027
Secure Asset Management
Michigan
$272K +$206K +2,121 New
AWM
1028
Accurate Wealth Management
Florida
$272K +$219K +2,248 New
ZBNA
1029
Zions Bancorporation, National Association
Utah
$270K +$205K +2,106 New
DC
1030
Davenport & Co
Virginia
$270K +$204K +2,100 New
VFA
1031
Valeo Financial Advisors
Indiana
$269K +$204K +2,095 New
FMLI
1032
Fukoku Mutual Life Insurance
Japan
$269K +$204K +2,094 New
BW
1033
BostonPremier Wealth
Massachusetts
$268K +$203K +2,091 New
SF
1034
Synovus Financial
Georgia
$268K +$203K +2,090 New
FFS
1035
Founders Financial Securities
Maryland
$268K +$203K +2,089 New
FPL
1036
Fortress Private Ledger
North Carolina
$267K +$202K +2,079 New
GFP
1037
Gryphon Financial Partners
Ohio
$264K +$200K +2,058 New
BFA
1038
Beacon Financial Advisory
Ohio
$264K +$200K +2,055 New
FFM
1039
Forum Financial Management
Illinois
$262K -$78.9K -811 -28%
MSWM
1040
McGlone Suttner Wealth Management
Wisconsin
$261K +$198K +2,034 New
LOIM
1041
Liberty One Investment Management
Illinois
$259K +$13.3K +137 +7%
IP
1042
Investment Partners
Ohio
$257K +$195K +2,003 New
CH
1043
Canton Hathaway
Rhode Island
$257K +$194K +2,000 New
FSA
1044
Financial Sense Advisors
California
$257K +$194K +2,000 New
GCM
1045
Gallacher Capital Management
Colorado
$257K +$194K +2,000 New
PP
1046
PDT Partners
New York
$257K +$194K +2,000 New
SL
1047
Siren LLC
Connecticut
$257K +$194K +2,000 New
GCP
1048
GSA Capital Partners
United Kingdom
$256K -$177K -1,822 -48%
LGA
1049
Lebenthal Global Advisors
New York
$250K +$190K +1,950 New
NA
1050
Nautilus Advisors
California
$250K +$189K +1,946 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.