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 %
KeyBank National Association
826
KeyBank National Association
Ohio
$409K -$89.6K -789 -18%
WA
827
Waddell & Associates
Tennessee
$408K +$3.41K +30 +0.8%
FAG
828
Fortitude Advisory Group
Washington
$404K +$404K +3,558 New
NCM
829
Novare Capital Management
North Carolina
$404K
KCFA
830
Key Client Fiduciary Advisors
New Jersey
$400K +$38.6K +340 +11%
BCA
831
Bay Colony Advisors
Massachusetts
$398K +$21.8K +192 +6%
HFAS
832
Hummer Financial Advisory Services
Illinois
$398K
AC
833
AXQ Capital
New Jersey
$396K -$190K -1,674 -32%
CMF
834
Counterpoint Mutual Funds
California
$395K +$164K +1,443 +71%
GWSG
835
GPS Wealth Strategies Group
Colorado
$394K +$393K +3,462 +86,550%
HI
836
Hudock Inc
Pennsylvania
$393K +$24.9K +219 +7%
FHB
837
First Hawaiian Bank
Hawaii
$392K +$141K +1,244 +56%
GF
838
Gries Financial
Ohio
$391K -$65.6K -577 -14%
ICP
839
Interchange Capital Partners
Pennsylvania
$389K +$389K +3,069 New
ETC
840
Exchange Traded Concepts
Oklahoma
$387K -$135K -1,184 -26%
BCM
841
Berbice Capital Management
New York
$386K +$386K +3,400 New
SWP
842
Stratos Wealth Partners
Ohio
$383K +$83.4K +734 +28%
AFG
843
Atomi Financial Group
New York
$382K +$32.8K +289 +9%
OQS
844
Occudo Quantitative Strategies
Florida
$381K +$381K +3,353 New
FRA
845
Frank Rimerman Advisors
California
$381K +$4.66K +41 +1%
IWA
846
Icon Wealth Advisors
Texas
$379K +$146K +1,286 +63%
Teacher Retirement System of Texas
847
Teacher Retirement System of Texas
Texas
$379K -$15.9M -140,013 -98%
SAG
848
SageView Advisory Group
California
$379K -$3.64K -32 -1%
CFD
849
Creative Financial Designs
Indiana
$376K +$98.8K +870 +36%
KA
850
Kercheville Advisors
Texas
$375K +$375K +3,300 New