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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
SWA
1151
SOA Wealth Advisors
New York
$57.8K +$43.8K +450 New
OLVIG
1152
Oliver Lagore Vanvalin Investment Group
Michigan
$57.8K +$77.8K +800 New
SIS
1153
Strategic Investment Solutions
Illinois
$56.9K
AI
1154
AdvisorShares Investments
Maryland
$54.8K +$41.5K +427 New
CHC
1155
City Holding Co
West Virginia
$51.4K
FIA
1156
FNY Investment Advisers
New York
$51K -$24.9K -256 -39%
O
1157
Ossiam
France
$50.5K +$38.2K +393 New
PFBT
1158
Parkside Financial Bank & Trust
Missouri
$48.8K +$4.57K +47 +14%
LCS
1159
Levin Capital Strategies
New York
$47.3K +$35.8K +368 New
GKIM
1160
GW&K Investment Management
Massachusetts
$47K
SWP
1161
Strategic Wealth Partners
Ohio
$44.9K +$34K +350 New
TCM
1162
Tradewinds Capital Management
Washington
$44K +$13.6K +140 +69%
WIM
1163
Westside Investment Management
California
$43K
IUHSA
1164
Itau Unibanco Holding S.A.
Brazil
$42.5K -$928K -9,538 -97%
CTC
1165
Central Trust Company
Missouri
$40.5K -$4.18K -43 -12%
NC
1166
North Capital
Utah
$39.2K -$38.9K -400 -57%
FMII
1167
Farmers & Merchants Investments Inc
Nebraska
$38.5K
GC
1168
Garde Capital
Washington
$38.3K +$27.5K +283 +1,887%
UOTTAIMCU
1169
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$36.9K +$27.9K +287 New
CWM
1170
CarsonAllaria Wealth Management
Illinois
$35.4K
TIM
1171
Tortoise Investment Management
New York
$34K +$11.2K +115 +77%
DPW
1172
DiNuzzo Private Wealth
Pennsylvania
$33.9K +$22.8K +234 +780%
HIMS
1173
Hager Investment Management Services
New Hampshire
$32.7K +$2.33K +24 +10%
OPTFSNA
1174
Old Point Trust & Financial Services N A
Virginia
$32.1K +$24.3K +250 New
TRCT
1175
Tower Research Capital (TRC)
New York
$31.2K -$430K -4,426 -95%

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.