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 %
CW
901
CreativeOne Wealth
Kansas
$297K -$23.9K -210 -7%
PCS
902
Personal CFO Solutions
New Jersey
$294K +$2.61K +23 +0.9%
WMA
903
Wealth Management Associates
New Jersey
$293K -$129K -1,136 -31%
AIA
904
Affinity Investment Advisors
California
$293K +$293K +2,580 New
MCM
905
Magnolia Capital Management
New York
$293K
LSIA
906
LaSalle St. Investment Advisors
Illinois
$293K +$293K +2,581 New
WPC
907
Wedmont Private Capital
Pennsylvania
$292K +$23.6K +183 +9%
SFC
908
SYM Financial Corp
Indiana
$292K +$38.2K +336 +15%
CWM
909
Concentrum Wealth Management
California
$292K +$292K +2,566 New
Bank Julius Baer & Co
910
Bank Julius Baer & Co
Switzerland
$291K +$22.6K +180 +8%
BEI
911
Benjamin Edwards Inc
Missouri
$291K +$50.9K +448 +21%
AWM
912
Accurate Wealth Management
Florida
$288K +$11.2K +87 +4%
PFS
913
Prospect Financial Services
New York
$286K -$5.91K -52 -2%
LFAS
914
Level Four Advisory Services
Texas
$286K -$161K -1,413 -36%
CG
915
Cynosure Group
Utah
$286K -$175K -1,544 -38%
BBHC
916
Brown Brothers Harriman & Co
New York
$285K +$795 +7 +0.3%
GI
917
GAMCO Investors
Connecticut
$284K -$11.4K -100 -4%
CGA
918
Compound Global Advisors
Washington
$284K +$284K +2,500 New
WIA
919
World Investment Advisors
California
$284K +$284K +2,497 New
BCM
920
BluePath Capital Management
Georgia
$282K +$26.3K +212 +10%
WI
921
WrapManager Inc
California
$282K +$17.3K +152 +7%
FA
922
Fedenia Advisers
Wisconsin
$281K +$281K +2,470 New
FPGK
923
Financial Partners Group (Kansas)
Kansas
$280K +$6.13K +54 +2%
LIM
924
Leavell Investment Management
Alabama
$280K +$280K +2,465 New
TCM
925
Teza Capital Management
Illinois
$279K -$1.32M -11,616 -83%