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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
RWM
1276
Rialto Wealth Management
New York
$2.31K +$1.17K +12 +200%
MWA
1277
Medallion Wealth Advisors
Connecticut
$1.84K
WCM
1278
WealthTrak Capital Management
Virginia
$1.8K -$97 -1 -7%
SC
1279
Swan Capital
Florida
$1.8K
CIAM
1280
Caitong International Asset Management
Hong Kong
$1.54K +$389 +4 +50%
SC
1281
Stephens Consulting
Michigan
$1.54K +$1.17K +12 New
PPC
1282
Park Place Capital
Alabama
$1.47K +$1.17K +12 New
HIA
1283
HFM Investment Advisors
New Jersey
$1.41K +$486 +5 +83%
PWA
1284
Principia Wealth Advisory
Texas
$1.41K +$681 +7 +175%
ACA
1285
American Capital Advisory
Idaho
$1.28K +$972 +10 New
FMP
1286
Financial Management Professionals
Texas
$1.28K
MPW
1287
MASECO Private Wealth
$1.28K +$972 +10 New
PWM
1288
Parkworth Wealth Management
California
$1.16K +$194 +2 +29%
OAJ
1289
Ogorek Anthony Joseph
New York
$1K
BTD
1290
BankPlus Trust Department
Mississippi
$899
AP
1291
Aspect Partners
Virginia
$771
KG
1292
Kilter Group
New York
$771 +$583 +6 New
QWM
1293
Quaker Wealth Management
New Jersey
$643 +$486 +5 New
FCAS
1294
First Command Advisory Services
Texas
$642
CWM
1295
Cranbrook Wealth Management
Michigan
$514
BCM
1296
Blume Capital Management
California
$386 +$292 +3 New
LCM
1297
Logan Capital Management
Pennsylvania
$385
PWAM
1298
Private Wealth Asset Management
Iowa
$257
AA
1299
Addison Advisors
Vermont
$129
LWMI
1300
Legacy Wealth Management (Idaho)
Idaho
$129

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.