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 %
JSW
951
Journey Strategic Wealth
New Jersey
$246K +$246K +2,164 New
GWM
952
Geneos Wealth Management
Colorado
$244K +$127K +1,115 +108%
BP
953
Ballentine Partners
Massachusetts
$244K -$227 -2 -0.1%
MLL
954
Moody Lynn & Lieberson
Massachusetts
$244K -$85.2K -750 -26%
FTUS
955
Flow Traders U.S.
New York
$243K +$243K +2,141 New
MFG
956
Magnus Financial Group
New York
$243K +$243K +2,135 New
GJIA
957
Glass Jacobson Investment Advisors
Maryland
$242K -$26K -229 -10%
SAM
958
Secure Asset Management
Michigan
$242K +$242K +2,128 New
C
959
Certuity
Florida
$242K -$54.3K -478 -18%
AG
960
AIA Group
Hong Kong
$242K +$242K +2,127 New
IAMOG
961
Investors Asset Management of Georgia
Georgia
$241K
BWL
962
Bogart Wealth LLC
Virginia
$241K +$241K +2,124 New
FCP
963
Fidelis Capital Partners
Florida
$240K +$240K +2,133 New
BFA
964
Brendel Financial Advisors
New Hampshire
$240K +$240K +2,114 New
TW
965
TrinityPoint Wealth
Connecticut
$239K +$239K +2,106 New
PRS
966
Pinkerton Retirement Specialists
Idaho
$236K +$236K +2,079 New
AFM
967
Aspetuck Financial Management
Connecticut
$236K +$236K +2,078 New
VFA
968
Valeo Financial Advisors
Indiana
$236K +$236K +2,073 New
DO
969
denkapparat Operations
Germany
$232K +$232K +2,044 New
EB
970
Eastern Bank
Massachusetts
$231K
ACM
971
Aster Capital Management
United Arab Emirates
$230K +$230K +2,022 New
IP
972
Investment Partners
Ohio
$227K +$227K +2,002 New
CWC
973
Carolinas Wealth Consulting
North Carolina
$227K -$39.7K -350 -15%
LBWM
974
Left Brain Wealth Management
Illinois
$227K +$227K +2,000 New
PAM
975
Paradigm Asset Management
New York
$227K +$227K +2,000 New