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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
TPCW
1101
TD Private Client Wealth
New York
$175K +$83K +853 +167%
SAM
1102
Smartleaf Asset Management
Massachusetts
$170K -$39.7K -408 -23%
WR
1103
WD Rutherford
Oregon
$168K +$127K +1,307 New
SOW
1104
State of Wyoming
Wyoming
$167K -$167K -1,719 -57%
EFMH
1105
E Fund Management (HK)
Hong Kong
$153K +$116K +1,191 New
CPBTD
1106
Central Pacific Bank - Trust Division
Hawaii
$150K -$27.4K -282 -19%
BHWM
1107
Bay Harbor Wealth Management
Maryland
$147K +$5.35K +55 +5%
FC
1108
Fairscale Capital
New Hampshire
$147K +$97.9K +1,007 New
NSG
1109
Nalls Sherbakoff Group
Tennessee
$141K +$9.72K +100 +10%
VCM
1110
Versant Capital Management
Arizona
$138K +$30.3K +312 +41%
NSIM
1111
North Star Investment Management
Illinois
$134K +$60.6K +623 +148%
T
1112
Tidemark
California
$133K -$34K -350 -25%
MPWT
1113
MassMutual Private Wealth & Trust
Connecticut
$132K +$25.5K +262 +34%
ST
1114
Smithfield Trust
Pennsylvania
$132K
FLFS
1115
Family Legacy Financial Solutions
North Carolina
$129K +$97.3K +1,001 New
PAS
1116
Point72 Asia (Singapore)
Singapore
$124K -$5.7M -58,580 -98%
WA
1117
Whipplewood Advisors
Colorado
$120K -$2.08M -21,437 -96%
VT
1118
Volterra Technologies
New York
$119K +$90.1K +927 New
RBC
1119
Roble Belko & Company
Pennsylvania
$116K +$87.8K +903 New
WA
1120
WPG Advisers
Maryland
$115K +$3.6K +37 +4%
TFM
1121
TFC Financial Management
Massachusetts
$114K +$875 +9 +1%
CTA
1122
Colonial Trust Advisors
South Carolina
$109K
BC
1123
Barrett & Company
Rhode Island
$106K +$77.8K +800 +3,200%
MCM
1124
Manchester Capital Management
Vermont
$104K +$4.86K +50 +7%
ITFISA
1125
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$103K +$77.8K +800 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.