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 %
TRCT
776
Tower Research Capital (TRC)
New York
$500K -$92.8K -817 -16%
MA
777
MONECO Advisors
Connecticut
$500K -$33.5K -295 -6%
HIA
778
Harbor Investment Advisory
Maryland
$500K +$310K +2,725 +163%
MPWS
779
McCarter Private Wealth Services
Massachusetts
$497K +$497K +4,371 New
AWA
780
Alta Wealth Advisors
Massachusetts
$490K +$490K +4,312 New
PF
781
Phoenix Financial
Israel
$488K -$50.8K -447 -9%
BA
782
Bluesphere Advisors
Pennsylvania
$488K +$168K +1,482 +53%
CANY
783
Caxton Associates (New York)
New York
$483K +$483K +4,247 New
PPW
784
Parcion Private Wealth
Washington
$482K -$7.61K -67 -2%
VCP
785
Verus Capital Partners
Arizona
$482K -$40.8K -359 -8%
WWM
786
Whalen Wealth Management
Nevada
$482K +$482K +4,240 New
AIP
787
Almanack Investment Partners
Pennsylvania
$479K +$47.7K +420 +11%
BIA
788
Benchmark Investment Advisors
Illinois
$478K +$478K +4,209 New
PL
789
Plancorp LLC
Missouri
$475K +$7.73K +68 +2%
VFA
790
Values First Advisors
Tennessee
$475K +$475K +4,182 New
SW
791
SkyOak Wealth
Michigan
$473K +$114K +1,000 +32%
EMAM
792
Encompass More Asset Management
California
$471K +$75.8K +667 +19%
MGIA
793
Moneta Group Investment Advisors
Missouri
$471K +$140K +1,233 +42%
LC
794
Lindbrook Capital
California
$471K +$7.61K +67 +2%
AA
795
ALPS Advisors
Colorado
$465K
BC
796
Bridgefront Capital
Texas
$462K -$329K -2,893 -42%
Kovitz Investment Group Partners
797
Kovitz Investment Group Partners
Illinois
$459K +$459K +4,038 New
GC
798
Guidance Capital
Kentucky
$456K +$456K +3,114 New
SM
799
Southport Management
Wyoming
$454K
VAS
800
Vestmark Advisory Solutions
Massachusetts
$453K +$453K +3,986 New