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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
TSMHT
1126
Thurston Springer Miller Herd & Titak
Indiana
$97.8K +$30.1K +310 +69%
A
1127
AlphaQuest
New York
$97.6K +$25.2K +259 +52%
LWCFA
1128
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96.3K
AG
1129
AmeriFlex Group
Nevada
$95.3K +$9.72K +100 +15%
VEA
1130
Virtus ETF Advisers
New York
$89.9K +$68.1K +700 New
AF
1131
Advisornet Financial
Minnesota
$89K -$22.2K -228 -25%
SC
1132
Steph & Co
Wisconsin
$85.4K -$43.9K -451 -40%
OIA
1133
Optimum Investment Advisors
Illinois
$82.2K
CIA
1134
Cape Investment Advisory
Georgia
$82.1K +$4.86K +50 +8%
NFSG
1135
Newbridge Financial Services Group
Florida
$80.3K -$9.72K -100 -14%
RA
1136
RiverPark Advisors
New York
$79.9K +$17.3K +178 +40%
WTA
1137
Washington Trust Advisors
Massachusetts
$77K +$54.8K +564 +1,567%
Acadian Asset Management
1138
Acadian Asset Management
Massachusetts
$77K +$58.6K +603 New
SMFG
1139
Sumitomo Mitsui Financial Group
Japan
$75.7K +$57.9K +595 New
OCM
1140
Osterweis Capital Management
California
$74.3K +$56.3K +579 New
WWM
1141
Wolff Wiese Magana
California
$71.1K -$5.74K -59 -10%
AWM
1142
AllSquare Wealth Management
New York
$71.1K
CA
1143
Crewe Advisors
Utah
$68.4K +$583 +6 +1%
AAG
1144
Armstrong Advisory Group
Massachusetts
$66.7K +$97 +1 +0.2%
WB
1145
Webster Bank
Connecticut
$65.1K
TCM
1146
TruNorth Capital Management
Michigan
$64.4K +$97 +1 +0.2%
TFIPS
1147
Towarzystwo Funduszy Inwestycyjnych PZU SA
$64.2K
BIA
1148
Bell Investment Advisors
California
$63.8K +$3.11K +32 +7%
LI
1149
LRI Investments
Florida
$59.8K +$4.08K +42 +10%
RFG
1150
REAP Financial Group
Texas
$58.1K +$32.5K +334 +283%

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.