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1,435 hedge funds and large institutions have $45.3B invested in Vertiv in 2025 Q3 according to their latest regulatory filings, with 266 funds opening new positions, 594 increasing their positions, 438 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 266 | Existing positions closed: 122

36% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 438

15% more capital invested

Capital invested by funds: $39.4B → $45.3B (+$5.89B)

10% more funds holding

Funds holding: 1,3071,435 (+128)

1.9% less ownership

Funds ownership: 80.57%78.68% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 5755 (-2)

11% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $3.51B

Holders
1,435
Holders Change
+128
Holders Change %
+9.79%
% of All Funds
18.83%
Holding in Top 10
55
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.51%
% of All Funds
0.72%
New
266
Increased
594
Reduced
438
Closed
122
Calls
$3.14B
Puts
$3.51B
Net Calls
-$373M
Net Calls Change
-$1.27B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.86B +$110M +826,281 +2%
BlackRock
2
BlackRock
New York
$5.44B +$112M +838,930 +2%
Bank of America
3
Bank of America
North Carolina
$1.47B -$86.2M -645,923 -6%
State Street
4
State Street
Massachusetts
$1.28B +$25.3M +189,484 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.18B -$139M -1,040,126 -12%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.07B +$633M +4,743,586 +200%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.04B +$31.4M +235,313 +4%
Morgan Stanley
8
Morgan Stanley
New York
$972M -$245M -1,834,466 -22%
Invesco
9
Invesco
Georgia
$883M -$10.5M -78,901 -1%
N
10
Nuveen
North Carolina
$660M +$110M +822,949 +23%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$642M -$84.2M -631,275 -13%
JP Morgan Chase
12
JP Morgan Chase
New York
$638M +$4.69M +35,195 +0.8%
UBS Group
13
UBS Group
Switzerland
$554M +$578K +4,330 +0.1%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$544M -$281M -2,108,284 -37%
American Century Companies
15
American Century Companies
Missouri
$518M +$65.5M +491,349 +17%
ClearBridge Investments
16
ClearBridge Investments
New York
$487M +$1.03M +7,712 +0.2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$411M -$22.7M -170,274 -6%
Northern Trust
18
Northern Trust
Illinois
$410M -$980K -7,350 -0.3%
Ameriprise
19
Ameriprise
Minnesota
$384M -$35.3M -264,666 -9%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$357M +$30.9M +231,493 +11%
Wells Fargo
21
Wells Fargo
California
$349M -$10.6M -79,202 -3%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$339M -$52M -390,191 -15%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$339M -$127M -949,458 -29%
VARA
24
Value Aligned Research Advisors
New Jersey
$335M +$62.3M +467,388 +27%
CLG
25
Cooperman Leon G
$326M

VRT Hedge Fund Activity: Q3 2025 in Review

1,435 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q3 2025, worth a combined $45.3B — up 15% from $39.4B a quarter earlier.

Buyers outnumbered sellers: 266 funds opened new VRT positions and 122 closed out — a net gain of 144 holders — while 594 added to existing stakes and 438 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $633M. The largest seller was Victory Capital Management, cutting an estimated $310M.

  • 1,435 institutional investors held Vertiv (VRT) as of Q3 2025, up from 1,307 in Q2 2025.
  • Funds reported $45.3B of Vertiv stock for Q3 2025, up 15% quarter-over-quarter.
  • 266 funds opened new Vertiv positions in Q3 2025 and 122 closed out, a net change of +144 holders.
  • The largest Vertiv buyer in Q3 2025 was T. Rowe Price Associates, an estimated $633M added.
  • The largest Vertiv seller in Q3 2025 was Victory Capital Management, an estimated $310M sold.

Based on aggregated 13F filings for Q3 2025.