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 %
FFN
851
Focus Financial Network
Minnesota
$374K +$15.7K +138 +4%
STA
852
Summit Trail Advisors
New York
$372K +$108K +949 +41%
EWA
853
EP Wealth Advisors
California
$372K -$114K -1,006 -24%
FB
854
Fulton Bank
Pennsylvania
$369K +$22.8K +201 +7%
Lido Advisors
855
Lido Advisors
California
$368K -$39.2K -345 -10%
FPAS
856
Focus Partners Advisor Solutions
Missouri
$367K +$11K +97 +3%
SG Americas Securities
857
SG Americas Securities
New York
$364K -$2.04M -17,925 -85%
AIM
858
Advyzon Investment Management
Illinois
$363K +$363K +3,196 New
WCM
859
WealthBridge Capital Management
Ohio
$360K +$360K +3,171 New
CFA
860
Cahill Financial Advisors
Minnesota
$358K
HAM
861
Harmony Asset Management
Arizona
$357K +$62.5K +550 +21%
IWP
862
Insight Wealth Partners
Texas
$352K +$1.36K +12 +0.4%
HCM
863
Howard Capital Management
Georgia
$348K +$17.4K +153 +5%
HFW
864
Horizon Family Wealth
Illinois
$348K -$341 -3 -0.1%
AFP
865
Ausdal Financial Partners
Iowa
$347K +$53.3K +469 +18%
MAC
866
Mason & Associates (California)
California
$343K +$343K +3,023 New
TPA
867
Trivium Point Advisory
Connecticut
$341K -$54.5K -480 -14%
YCG
868
Yeomans Consulting Group
Georgia
$335K +$335K +2,952 New
GPA
869
Guerra Pan Advisors
New Jersey
$333K +$333K +2,930 New
M
870
Mirova
France
$333K +$333K +2,928 New
BPAMU
871
BTG Pactual Asset Management US
New York
$332K +$51.2K +451 +18%
CGH
872
Crossmark Global Holdings
Texas
$331K -$4.09K -36 -1%
MC
873
MIG Capital
California
$330K +$330K +2,907 New
OF
874
Optimize Financial
California
$329K +$329K +2,900 New
DWT
875
Dorsey & Whitney Trust
South Dakota
$326K +$61K +537 +23%