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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
LIS
1301
Legacy Investment Solutions
Idaho
$129 +$97 +1 New
CWP
1302
Concord Wealth Partners
Virginia
$128
RJA
1303
Ross\Johnson & Associates
Minnesota
$128
IAS
1304
IMA Advisory Services
Colorado
$128 +$97 +1 New
MAWAG
1305
Mid-American Wealth Advisory Group
Missouri
$79 +$97 +1 New
MAFA
1306
MJT & Associates Financial Advisory
Minnesota
$11
Jennison Associates
1307
Jennison Associates
New York
-$308M -4,265,097 Closed
CSS
1308
Cubist Systematic Strategies
Connecticut
-$45.8M -471,238 Closed
FFM
1309
FengHe Fund Management
Singapore
-$33.4M -462,450 Closed
JF
1310
Jump Financial
Illinois
-$33.1M -458,799 Closed
AI
1311
Axiom Investors
Connecticut
-$30.6M -423,828 Closed
Parallax Volatility Advisers
1312
Parallax Volatility Advisers
California
-$20M -205,170 Closed
Walleye Trading
1313
Walleye Trading
New York
-$16.9M -173,403 Closed
DKCM
1314
Davidson Kempner Capital Management
New York
-$11.9M -165,000 Closed
WP
1315
Woodline Partners
California
-$10.2M -140,609 Closed
XT
1316
XTX Topco
Cayman Islands
-$10.1M -140,507 Closed
PTC
1317
Philadelphia Trust Company
Pennsylvania
-$9.83M -136,166 Closed
TCM
1318
Traynor Capital Management
Pennsylvania
-$9.64M -133,563 Closed
QIM
1319
Quantitative Investment Management
Virginia
-$9.49M -131,504 Closed
PEAK6
1320
PEAK6
Illinois
-$10.8M -111,318 Closed
Voloridge Investment Management
1321
Voloridge Investment Management
Florida
-$7.59M -105,144 Closed
Qube Research & Technologies (QRT)
1322
Qube Research & Technologies (QRT)
United Kingdom
-$7.55M -104,609 Closed
KHLMVGHM
1323
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$7.38M -102,245 Closed
QCM
1324
Qsemble Capital Management
New York
-$6.93M -95,923 Closed
ASC
1325
Atalanta Sosnoff Capital
New York
-$5.83M -80,719 Closed

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.