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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
DIP
1251
DT Investment Partners
Pennsylvania
$6.42K
EWM
1252
Evolution Wealth Management
Florida
$6.42K +$4.86K +50 New
FFA
1253
Frazier Financial Advisors
Ohio
$6.42K +$4.86K +50 New
HNB
1254
Hilltop National Bank
Wyoming
$6.42K +$4.86K +50 New
MAM
1255
Meeder Asset Management
Ohio
$6.29K -$7.49M -77,061 -100%
APW
1256
Aventura Private Wealth
Florida
$5.52K
HFS
1257
Hughes Financial Services
Virginia
$5.31K +$1.46K +15 +65%
SIC
1258
Salem Investment Counselors
North Carolina
$5.26K +$1.75K +18 +78%
SHIM
1259
Stone House Investment Management
Pennsylvania
$5.14K
WCM
1260
Winthrop Capital Management
Indiana
$5K
UB
1261
UMB Bank
Missouri
$4.88K +$3.02K +31 +443%
FDW
1262
Fourth Dimension Wealth
Ohio
$3.85K -$29.2K -300 -91%
MAS
1263
MPWM Advisory Solutions
Georgia
$3.85K -$194 -2 -6%
CWM
1264
Centricity Wealth Management
Ohio
$3.85K
IRC
1265
Investors Research Corp
Georgia
$3.85K
SO
1266
Sierra Ocean
California
$3.85K +$2.53K +26 +650%
MIM
1267
MTM Investment Management
South Carolina
$3.85K +$2.92K +30 New
PA
1268
Pineridge Advisors
Missouri
$3.73K
1IA
1269
1620 Investment Advisors
Massachusetts
$3.21K -$1.95K -20 -44%
CWM
1270
Copia Wealth Management
Oregon
$2.83K +$2.14K +22 New
GC
1271
GFG Capital
Florida
$2.83K +$2.14K +22 New
DFC
1272
DB Fitzpatrick & Co
Idaho
$2.7K +$292 +3 +17%
DWM
1273
Dogwood Wealth Management
Kansas
$2.64K +$1.75K +18 +600%
TC
1274
Truvestments Capital
Florida
$2.57K -$13.1K -135 -87%
CFB
1275
Cullen/Frost Bankers
Texas
$2.45K -$194 -2 -10%

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.