Vertiv
VRT
1,149 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, 542 increasing their positions, 326 reducing their positions, and 250 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 542 | Existing positions reduced: 326
4% less ownership
Funds ownership: 83.07% → 79.07% (-4%)
4% less funds holding
Funds holding: 1,203 → 1,149 (-54)
11% less call options, than puts
Call options by funds: $1.54B | Put options by funds: $1.72B
14% less first-time investments, than exits
New positions opened: 214 | Existing positions closed: 250
39% less capital invested
Capital invested by funds: $35.5B → $21.7B (-$13.8B)
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
1,149 of the 7,471 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: 250 funds closed out of VRT and 214 opened new positions — a net loss of 36 holders — while 326 trimmed existing stakes and 542 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.
- 1,149 institutional investors held Vertiv (VRT) as of Q1 2025, down from 1,203 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 250 closed out, a net change of -36 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.