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
15.76%
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 %
CRI
651
Colonial River Investments
Virginia
$909K +$63.1K +555 +7%
AWM
652
Axxcess Wealth Management
California
$905K +$65.9K +580 +8%
PCIA
653
Prime Capital Investment Advisors
Kansas
$898K +$9.54K +84 +1%
KWA
654
Kingswood Wealth Advisors
California
$898K +$322K +2,833 +56%
MAMU
655
Myriad Asset Management US
Florida
$889K +$889K +7,823 New
PSP
656
Principal Street Partners
Tennessee
$884K -$832K -7,327 -49%
MLM
657
Mount Lucas Management
Pennsylvania
$883K -$187K -1,642 -17%
SFA
658
Sequoia Financial Advisors
Ohio
$882K +$182K +1,599 +26%
HP
659
Hartree Partners
New York
$880K +$880K +7,750 New
MC
660
Machina Capital
France
$865K +$865K +7,618 New
ECM
661
Everence Capital Management
Indiana
$862K +$862K +7,590 New
QCM
662
Qsemble Capital Management
New York
$855K +$95K +836 +12%
SGAM
663
Smith Group Asset Management
Texas
$846K -$9.09K -80 -1%
FHWM
664
Fox Hill Wealth Management
Massachusetts
$836K -$56.9K -501 -6%
KPWS
665
Kestra Private Wealth Services
Texas
$831K +$325K +2,861 +64%
II
666
Inspire Investing
Idaho
$814K +$814K +7,166 New
SI
667
Stephens Inc
Arkansas
$814K +$169K +1,485 +26%
IA
668
IFP Advisors
Florida
$814K +$669K +5,888 +463%
WI
669
WBI Investments
New Jersey
$808K +$808K +7,113 New
KIM
670
Kane Investment Management
California
$808K +$808K +7,111 New
MFS
671
Mirabella Financial Services
United Kingdom
$807K -$4.15M -36,544 -84%
S
672
SignatureFD
Georgia
$803K +$56.9K +501 +8%
WE
673
Wealth Effects
Massachusetts
$801K +$45.4K +400 +6%
SOAMC
674
Spirit of America Management Corp
New York
$801K +$68.2K +600 +9%
TCWM
675
Total Clarity Wealth Management
Illinois
$800K +$18K +158 +2%