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 %
GWP
926
Gen-Wealth Partners
Michigan
$276K +$1.36K +12 +0.5%
WMA
927
West Michigan Advisors
Michigan
$275K +$275K +2,423 New
CI
928
Cavalier Investments
Georgia
$275K -$3.29M -28,994 -92%
HWA
929
HCR Wealth Advisors
California
$275K +$275K +2,417 New
HIS
930
Horizon Investment Services
Indiana
$274K +$10.8K +95 +4%
NW
931
NewEdge Wealth
Pennsylvania
$272K +$34K +299 +14%
EI
932
Ellevest Inc
New York
$272K +$15.1K +133 +6%
LNWWM
933
Laird Norton Wetherby Wealth Management
California
$272K +$5.79K +51 +2%
HT
934
Heritage Trust
Oklahoma
$272K +$272K +2,390 New
MGCM
935
Mane Global Capital Management
New York
$269K
GM
936
GeoWealth Management
Illinois
$268K -$36.1K -318 -12%
SOW
937
State of Wyoming
Wyoming
$263K +$263K +2,318 New
AWM
938
Ariadne Wealth Management
California
$263K +$4.02K +32 +2%
BIM
939
Barton Investment Management
Pennsylvania
$261K -$11.4K -100 -4%
WPW
940
Waldron Private Wealth
Pennsylvania
$261K +$1.7K +15 +0.7%
ORG
941
Optimist Retirement Group
Washington
$261K -$43.6K -384 -14%
BIM
942
Bridges Investment Management
Nebraska
$258K
NRG
943
Nemes Rush Group
Michigan
$256K +$186K +1,635 +266%
MSWM
944
McGlone Suttner Wealth Management
Wisconsin
$253K -$48.5K -427 -16%
XT
945
XTX Topco
Cayman Islands
$251K -$636K -5,599 -72%
FFS
946
Founders Financial Securities
Maryland
$251K +$251K +2,207 New
FAIM
947
Financial Advocates Investment Management
Washington
$250K +$10.9K +96 +5%
B
948
Bellecapital
Switzerland
$249K +$249K +2,196 New
GA
949
Goldstein Advisors
Wisconsin
$247K +$16.8K +148 +7%
HCP
950
Hexagon Capital Partners
Arkansas
$247K +$87.5K +770 +55%