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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
JWA
1201
JFS Wealth Advisors
Pennsylvania
$17.8K +$3.21K +33 +31%
MSFP
1202
Mark Sheptoff Financial Planning
Connecticut
$17.3K +$3.4K +35 +35%
HWM
1203
HighMark Wealth Management
Minnesota
$17.3K
MHR
1204
Matthew Hamilton Rosenberg
$16.3K
TWD
1205
True Wealth Design
Ohio
$16.2K -$33.4K -343 -73%
MCM
1206
MV Capital Management
Maryland
$16.1K +$2.72K +28 +29%
SC
1207
SouthState Corp
Florida
$15.9K -$24K -247 -67%
BOJHT
1208
Bank of Jackson Hole Trust
Wyoming
$15.5K -$6.51K -67 -36%
SIC
1209
SJS Investment Consulting
Ohio
$15.4K -$1.65K -17 -12%
RWM
1210
RMG Wealth Management
Wisconsin
$15K +$11.2K +115 New
GXJ
1211
Global X Japan
Japan
$14.5K -$4.47K -46 -29%
BMC
1212
Bear Mountain Capital
Washington
$14.2K +$10.3K +106 +2,650%
RMC
1213
Resources Management Corp
Connecticut
$14K +$10.7K +110 New
Pacer Advisors
1214
Pacer Advisors
Pennsylvania
$13.1K +$3.21K +33 +48%
FFO
1215
Fortitude Family Office
Arizona
$13.1K +$6.71K +69 +209%
AIM
1216
Anchor Investment Management
South Carolina
$12.8K
SRCM
1217
Signature Resources Capital Management
California
$12.8K
TFA
1218
Toth Financial Advisory
Virginia
$12.8K
AEPWM
1219
Atlantic Edge Private Wealth Management
Florida
$12.8K +$9.72K +100 New
CAM
1220
Creekmur Asset Management
Illinois
$12.8K +$9.72K +100 New
VWA
1221
VSM Wealth Advisory
Maryland
$12.8K +$9.72K +100 New
CAL
1222
Capital Advisors Ltd
Ohio
$11K +$681 +7 +9%
CTWM
1223
Cherry Tree Wealth Management
Minnesota
$10.8K
FWM
1224
FSA Wealth Management
Massachusetts
$10.7K
FMTCOCP
1225
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K

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.