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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
RAM
1176
Riggs Asset Management
Pennsylvania
$30.9K +$6.61K +68 +39%
S
1177
Sachetta
Massachusetts
$30.7K -$20.3K -209 -47%
PB
1178
Pinnacle Bancorp
Nebraska
$30.6K
GEA
1179
Glen Eagle Advisors
New Jersey
$29.5K -$9.72K -100 -30%
AW
1180
Avion Wealth
Texas
$27K +$10.3K +106 +99%
Q1WB
1181
Quest 10 Wealth Builders
Virginia
$26.7K +$10K +103 +98%
WAS
1182
Winch Advisory Services
Wisconsin
$26.5K
PC
1183
Promus Capital
Illinois
$25.8K +$19.5K +201 New
PCFFS
1184
Pacific Center for Financial Services
California
$25.7K
CAM
1185
Chesapeake Asset Management
New York
$25.7K
GGI
1186
Godsey & Gibb Inc
Virginia
$25.7K
PGAM
1187
Princeton Global Asset Management
New Jersey
$25.7K +$6.32K +65 +48%
BCMLT
1188
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.3K -$2.53K -26 -12%
ANBT
1189
American National Bank & Trust
Texas
$22.1K +$16.3K +168 +4,200%
BBHC
1190
Brown Brothers Harriman & Co
New York
$22.1K +$16.7K +172 New
KWM
1191
Kiker Wealth Management
Georgia
$21.3K -$1.47M -15,095 -99%
HWM
1192
Hemington Wealth Management
Virginia
$21K +$3.21K +33 +25%
PAI
1193
Pittenger & Anderson Inc
Nebraska
$20.9K
CCMI
1194
Creative Capital Management Investments
California
$20.8K +$15.8K +162 New
TCM
1195
TD Capital Management
Tennessee
$19.4K +$14.1K +145 +2,417%
CWM
1196
Consultiva Wealth Management
Puerto Rico
$19.3K
LAM
1197
LOM Asset Management
$19K +$14.6K +150 New
RTL
1198
Red Tortoise LLC
Georgia
$18.9K
CFO
1199
CVA Family Office
Colorado
$18.7K -$3.6K -37 -20%
LAM
1200
Lummis Asset Management
Texas
$18.2K

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.