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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
PWA
1226
Physician Wealth Advisors
Utah
$9.61K +$2.04K +21 +39%
BI
1227
Binnacle Investments
Iowa
$9.5K +$875 +9 +14%
CPG
1228
Cornerstone Planning Group
New Jersey
$9.3K +$2.04K +21 +46%
TPWA
1229
Twin Peaks Wealth Advisors
California
$9.13K +$6.22K +64 New
MCA
1230
Maryland Capital Advisors
Maryland
$9.12K +$6.9K +71 New
GBT
1231
Grove Bank & Trust
Florida
$9.12K +$6.9K +71 New
VWM
1232
Vermillion Wealth Management
Minnesota
$8.99K
BCM
1233
Boreal Capital Management
Florida
$8.99K +$6.81K +70 New
IWP
1234
IAG Wealth Partners
Wisconsin
$8.6K
NC
1235
NewSquare Capital
Pennsylvania
$8.35K
CFFP
1236
Center for Financial Planning
Michigan
$8.35K
CIAS
1237
CBIZ Investment Advisory Services
Ohio
$8.35K +$5.83K +60 +1,200%
NWM
1238
Nova Wealth Management
Florida
$8.24K +$6.22K +64 New
Kayne Anderson Rudnick Investment Management
1239
Kayne Anderson Rudnick Investment Management
California
$8.17K +$3.89K +40 +174%
NB
1240
NBT Bank
New York
$7.71K +$1.95K +20 +50%
MSWA
1241
Marshall & Sterling Wealth Advisors
New York
$7.58K +$3.79K +39 +195%
AWM
1242
Activest Wealth Management
Florida
$7.58K +$5.35K +55 +1,375%
CH
1243
Cromwell Holdings
Wyoming
$7.45K +$4.08K +42 +263%
CI
1244
CX Institutional
Indiana
$7K
RA
1245
Rise Advisors
New York
$6.93K +$4.28K +44 +440%
HWA
1246
HHM Wealth Advisors
Tennessee
$6.81K
KSB
1247
Kennebec Savings Bank
Maine
$6.68K
CT
1248
Clearstead Trust
Maine
$6.55K -$3.99K -41 -45%
TCM
1249
Traub Capital Management
Massachusetts
$6.49K +$4.96K +51 New
WPA
1250
Wealth Preservation Advisors
Tennessee
$6.43K

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.