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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
PCP
1376
Perbak Capital Partners
United Kingdom
-$611K -8,460 Closed
FAM
1377
Fairtree Asset Management
South Africa
-$591K -8,189 Closed
PA
1378
Procyon Advisors
Connecticut
-$562K -7,779 Closed
VF
1379
Virtu Financial
New York
-$554K -7,679 Closed
OAM
1380
Oxford Asset Management
United Kingdom
-$528K -7,311 Closed
CCIA
1381
Campbell & Co Investment Adviser
Maryland
-$524K -7,252 Closed
SMH
1382
Sanders Morris Harris
Texas
-$545K -7,250 Closed
JGC
1383
J. Goldman & Co
New York
-$518K -7,178 Closed
CAM
1384
Covenant Asset Management
New Jersey
-$512K -7,086 Closed
WCAMG
1385
Woodard & Company Asset Management Group
North Carolina
-$488K -6,762 Closed
GP
1386
Gallo Partners
New Jersey
-$486K -6,735 Closed
PTC
1387
Petrus Trust Company
Texas
-$486K -6,725 Closed
HIM
1388
Hillsdale Investment Management
Ontario, Canada
-$480K -6,650 Closed
CF
1389
Corebridge Financial
Texas
-$459K -6,357 Closed
QL
1390
Quarry LP
New York
-$409K -5,662 Closed
VWM
1391
Venturi Wealth Management
Texas
-$397K -5,495 Closed
FFA
1392
Florida Financial Advisors
Florida
-$380K -5,256 Closed
LWM
1393
LJI Wealth Management
Indiana
-$363K -5,026 Closed
M
1394
MATAURO
New York
-$335K -4,640 Closed
MMA
1395
Mizuho Markets Americas
New York
-$315K -4,356 Closed
AWA
1396
Alta Wealth Advisors
Massachusetts
-$314K -4,353 Closed
SI
1397
Severin Investments
Missouri
-$301K -4,173 Closed
PWS
1398
Precision Wealth Strategies
Missouri
-$292K -4,039 Closed
CG
1399
Cynosure Group
Utah
-$284K -3,937 Closed
FWP
1400
Forefront Wealth Partners
Texas
-$271K -3,758 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.