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 %
GCM
976
Gallacher Capital Management
Colorado
$227K +$227K +2,000 New
HA
977
Harbor Advisors
Florida
$227K +$227K +2,000 New
OIAM
978
OFI Invest Asset Management
France
$226K +$226K +2,058 New
WFAG
979
Worth Financial Advisory Group
North Carolina
$225K +$225K +1,981 New
CCIA
980
Campbell & Co Investment Adviser
Maryland
$224K +$224K +1,974 New
BF
981
bLong Financial
Tennessee
$222K +$222K +1,950 New
OIA
982
Optimum Investment Advisors
Illinois
$222K +$51.1K +450 +30%
ACA
983
Aptus Capital Advisors
Alabama
$218K +$218K +1,922 New
FHA
984
Flagship Harbor Advisors
Massachusetts
$218K +$218K +1,918 New
FCH
985
Freestone Capital Holdings
Washington
$217K +$217K +1,911 New
RFA
986
Register Financial Advisors
Georgia
$217K +$217K +1,910 New
MWM
987
Mindset Wealth Management
Indiana
$217K +$217K +1,909 New
RA
988
RFG Advisory
Alabama
$215K +$215K +1,893 New
ACA
989
Atlas Capital Advisors
Wyoming
$213K
SIC
990
SFE Investment Counsel
California
$212K +$212K +1,870 New
AWM
991
AE Wealth Management
Kansas
$212K -$80.6K -709 -28%
CWA
992
Cura Wealth Advisors
Illinois
$211K +$211K +1,860 New
IWM
993
IHT Wealth Management
Illinois
$211K +$211K +1,855 New
SW
994
StrongBox Wealth
Missouri
$210K +$210K +1,845 New
TAM
995
Titleist Asset Management
Texas
$209K +$209K +1,837 New
CAWM
996
Capital Advisors Wealth Management
Washington
$209K +$209K +1,837 New
GWM
997
Gitterman Wealth Management
New Jersey
$208K +$208K +1,833 New
FA
998
FSA Advisors
Michigan
$206K
WEG
999
World Equity Group
Illinois
$205K +$205K +1,806 New
HI
1000
Horizon Investments
North Carolina
$203K +$36.5K +321 +22%