1,184 hedge funds and large institutions have $36.8B invested in Vertiv in 2024 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 444 increasing their positions, 369 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+178
Holders Change %
+17.69%
% of All Funds
15.77%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.6%
New
288
Increased
444
Reduced
369
Closed
90
Calls
$1.74B
Puts
$1.4B
Net Calls
+$336M
Net Calls Change
-$259M
Name Holding Trade Value Shares
Change
Shares
Change %
TMAM
576
Tokio Marine Asset Management
Japan
$1.36M -$18.5K -163 -1%
CAM
577
Cresset Asset Management
Illinois
$1.36M -$1.5M -13,237 -53%
SIG
578
Sargent Investment Group
Maryland
$1.31M +$1.31M +10,553 New
CPA
579
Capital Planning Advisors
California
$1.31M +$1.31M +11,490 New
Capital World Investors
580
Capital World Investors
California
$1.3M +$87.9K +774 +7%
AWM
581
Apollon Wealth Management
South Carolina
$1.29M +$167K +1,469 +15%
IAN
582
Integrated Advisors Network
Texas
$1.28M -$205K -1,801 -14%
PAS
583
Park Avenue Securities
New York
$1.28M +$475K +4,185 +59%
SAM
584
Shell Asset Management
Netherlands
$1.28M -$131K -1,155 -9%
BIP
585
Bouvel Investment Partners
Pennsylvania
$1.26M +$13.3K +117 +1%
GC
586
Guggenheim Capital
Illinois
$1.26M -$2.39K -21 -0.2%
MYIA
587
Mount Yale Investment Advisors
Colorado
$1.26M -$129K -1,133 -9%
LAM
588
LECAP Asset Management
United Kingdom
$1.26M +$1.26M +11,060 New
AAM
589
Advisors Asset Management
Colorado
$1.24M +$36.1K +318 +3%
IWC
590
Integrated Wealth Concepts
Massachusetts
$1.24M +$366K +3,225 +42%
CPSC
591
Carl P. Sherr & Co
Massachusetts
$1.23M +$16K +141 +1%
PFS
592
Prospera Financial Services
Texas
$1.23M +$951K +8,374 +342%
CC
593
Centiva Capital
New York
$1.23M +$1.05M +9,231 +584%
SQA
594
Simon Quick Advisors
New Jersey
$1.23M -$75.3K -663 -6%
GAA
595
Guardian Asset Advisors
Pennsylvania
$1.23M +$195K +1,719 +19%
Thrivent Financial for Lutherans
596
Thrivent Financial for Lutherans
Minnesota
$1.22M -$433K -3,425 -26%
SVWAG
597
Sound View Wealth Advisors Group
Georgia
$1.22M +$1.22M +10,724 New
SCP
598
Shorepoint Capital Partners
Massachusetts
$1.21M +$1.21M +10,650 New
EPA
599
Element Pointe Advisors
Florida
$1.2M
Calamos Advisors
600
Calamos Advisors
Illinois
$1.19M +$36.4K +320 +3%