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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
AGM
1401
Alpine Global Management
New York
-$254K -3,513 Closed
VCP
1402
Verus Capital Partners
Arizona
-$244K -3,384 Closed
TCM
1403
Teza Capital Management
Illinois
-$237K -3,287 Closed
SC
1404
SummitTX Capital
Texas
-$231K -3,193 Closed
AIA
1405
Affinity Investment Advisors
California
-$222K -3,076 Closed
OL
1406
Owen LaRue
Kentucky
-$217K -3,010 Closed
CGA
1407
Compound Global Advisors
Washington
-$217K -3,000 Closed
SPA
1408
Sherbrooke Park Advisers
New York
-$207K -2,867 Closed
GI
1409
GAMCO Investors
Connecticut
-$204K -2,825 Closed
AIP
1410
Arrowpoint Investment Partners
Singapore
-$186K -2,580 Closed
BOTPPF
1411
Board of the Pension Protection Fund
United Kingdom
-$173K -2,400 Closed
PAM
1412
Paradigm Asset Management
New York
-$144K -2,000 Closed
CWC
1413
Carolinas Wealth Consulting
North Carolina
-$126K -1,750 Closed
HCP
1414
Hexagon Capital Partners
Arkansas
-$109K -1,506 Closed
TS
1415
Triglav Skladi
Slovenia
-$101K -1,400 Closed
SL
1416
Salomon & Ludwin
Virginia
-$72.9K -1,010 Closed
QCG
1417
Quadrant Capital Group
Ohio
-$63.8K -883 Closed
CCM
1418
Cloud Capital Management
Washington
-$59K -820 Closed
RMP
1419
Richards, Merrill & Peterson
Washington
-$58.1K -805 Closed
SW
1420
SVB Wealth
Massachusetts
-$47.5K -658 Closed
WF
1421
Wayfinding Financial
Washington
-$45K -624 Closed
PMFA
1422
Plante Moran Financial Advisors
Michigan
-$24.2K -335 Closed
WT
1423
Washington Trust
Rhode Island
-$23.1K -320 Closed
ABWM
1424
Alpine Bank Wealth Management
Colorado
-$21.3K -295 Closed
MG
1425
Mather Group
Illinois
-$15.6K -216 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.