Vertiv
1,152 hedge funds and large institutions have $21.7B invested in Vertiv in 2025 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 544 increasing their positions, 327 reducing their positions, and 251 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 544 | Existing positions reduced: 327
4% less ownership
Funds ownership: 83.08% → 79.07% (-4%)
5% less funds holding
Funds holding: 1,207 → 1,152 (-55)
11% less call options, than puts
Call options by funds: $1.54B | Put options by funds: $1.72B
15% less first-time investments, than exits
New positions opened: 214 | Existing positions closed: 251
20% less capital inflows, than outflows
Capital inflows: $4.89B | Capital outflows: $6.11B
51% less funds holding in top 10
Funds holding in top 10: 47 → 23 (-24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$578M |
| 2 |
Amundi
Paris,
France
|
+$364M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$222M |
| 4 |
Barclays
London,
United Kingdom
|
+$173M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$145M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Coatue Management
New York
|
-$724M |
| 2 |
JP Morgan Chase
New York
|
-$468M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$414M |
| 4 |
Jennison Associates
New York
|
-$371M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$280M |
VRT Hedge Fund Activity: Q1 2025 in Review
1,152 of the 7,486 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2025, worth a combined $21.7B — down 39% from $35.5B a quarter earlier.
Sellers outnumbered buyers: 251 funds closed out of VRT and 214 opened new positions — a net loss of 37 holders — while 327 trimmed existing stakes and 544 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $578M. The largest seller was Coatue Management, exiting entirely with an estimated $724M sold.
- 1,152 institutional investors held Vertiv (VRT) as of Q1 2025, down from 1,207 in Q4 2024.
- Funds reported $21.7B of Vertiv stock for Q1 2025, down 39% quarter-over-quarter.
- 214 funds opened new Vertiv positions in Q1 2025 and 251 closed out, a net change of -37 holders.
- The largest Vertiv buyer in Q1 2025 was Barrow, Hanley, Mewhinney & Strauss, an estimated $578M added.
- The largest Vertiv seller in Q1 2025 was Coatue Management, an estimated $724M sold.
Based on aggregated 13F filings for Q1 2025.