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 %
RIS
701
Richmond Investment Services
Wisconsin
$700K +$700K +6,164 New
TC
702
TownSquare Capital
Utah
$700K +$133K +1,170 +23%
SWM
703
Shepherd Wealth Management
Ohio
$696K +$696K +6,123 New
JWCA
704
J.W. Cole Advisors
Florida
$693K -$163K -1,437 -19%
IA
705
IAM Advisory
Pennsylvania
$683K +$21.9K +193 +3%
ACM
706
Ayrshire Capital Management
Connecticut
$677K +$677K +5,961 New
QPW
707
Quantum Private Wealth
Florida
$675K +$56.8K +500 +9%
PAM
708
Panagora Asset Management
Massachusetts
$674K +$674K +5,932 New
RIP
709
Reliant Investment Partners
North Carolina
$673K +$673K +5,928 New
KWM
710
Kingsview Wealth Management
Oregon
$667K +$252K +2,219 +61%
AT
711
American Trust
Kentucky
$658K -$17.6K -155 -3%
LSAG
712
Lake Street Advisors Group
New Hampshire
$653K +$17.6K +155 +3%
VC
713
Veracity Capital
Georgia
$647K +$29.3K +258 +5%
SSWM
714
Sheets Smith Wealth Management
North Carolina
$647K +$647K +5,693 New
MFG
715
Menard Financial Group
Texas
$642K -$102K -901 -14%
WIA
716
Wealthedge Investment Advisors
New York
$639K +$639K +5,625 New
RMC
717
Ring Mountain Capital
California
$637K +$637K +5,604 New
VT
718
Vise Technologies
New York
$636K +$128K +1,127 +25%
NWWA
719
New Wave Wealth Advisors
Arkansas
$631K -$23.2K -204 -4%
SGCA
720
Steel Grove Capital Advisors
Tennessee
$625K -$28.4K -250 -4%
A
721
Allianz
Germany
$624K +$136K +1,170 +28%
FCM
722
Fieldview Capital Management
Michigan
$623K +$623K +5,480 New
PFA
723
Petra Financial Advisors
Colorado
$623K +$13.5K +119 +2%
PI
724
PFG Investments
New York
$617K +$617K +5,432 New
BBL
725
Beck Bode LLC
Massachusetts
$617K +$617K +5,429 New