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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
FHA
1076
Flagship Harbor Advisors
Massachusetts
$218K +$165K +1,701 New
LAM
1077
LECAP Asset Management
United Kingdom
$218K -$3.06M -31,501 -95%
SC
1078
Savant Capital
Illinois
$218K +$165K +1,695 New
LAM
1079
L2 Asset Management
Massachusetts
$216K +$164K +1,685 New
PAG
1080
Poinciana Advisors Group
Florida
$216K +$163K +1,681 New
I
1081
InceptionR
California
$214K -$306K -3,146 -65%
AFGAS
1082
Allegiance Financial Group Advisory Services
Virginia
$214K +$162K +1,665 New
LCGC
1083
Legacy Capital Group California
California
$213K +$161K +1,658 New
HCM
1084
Hollencrest Capital Management
California
$213K +$58.8K +605 +58%
MCWS
1085
McKinley Carter Wealth Services
West Virginia
$212K +$161K +1,653 New
QWP
1086
Quotient Wealth Partners
Texas
$210K +$159K +1,637 New
NWAG
1087
Net Worth Advisory Group
Utah
$210K +$159K +1,634 New
DO
1088
denkapparat Operations
Germany
$210K +$159K +1,634 New
RFA
1089
Rollins Financial Advisors
New York
$209K -$230K -2,363 -59%
GWP
1090
Gen-Wealth Partners
Michigan
$209K
FFA
1091
Founders Financial Alliance
North Carolina
$208K +$158K +1,621 New
SB
1092
Simmons Bank
Arkansas
$204K +$155K +1,590 New
SAF
1093
Smith Anglin Financial
Texas
$204K +$155K +1,589 New
Fifth Third Bancorp
1094
Fifth Third Bancorp
Ohio
$203K +$3.4K +35 +2%
DWP
1095
Daymark Wealth Partners
Ohio
$202K +$153K +1,569 New
BC
1096
Bayforest Capital
United Kingdom
$197K -$68.7K -706 -32%
OP
1097
ORG Partners
Indiana
$195K +$41.1K +423 +36%
BWL
1098
Bogart Wealth LLC
Virginia
$189K +$26.6K +274 +23%
FCT
1099
First Community Trust
Iowa
$186K
CSP
1100
Cary Street Partners
Virginia
$178K +$22.4K +230 +20%

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.