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
15.77%
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 %
GS
1001
GTS Securities
New York
$203K -$3.64M -32,071 -95%
CF
1002
Centaurus Financial
California
$202K -$261K -2,298 -56%
FCM
1003
Fourpath Capital Management
Oklahoma
$201K +$18.1K +159 +10%
AC
1004
ASB Consultores
Florida
$201K +$201K +1,768 New
GAA
1005
Global Assets Advisory
Florida
$201K +$201K +1,697 New
RA
1006
RiverPark Advisors
New York
$198K +$89.8K +316 +83%
CFGS
1007
Concourse Financial Group Securities
Alabama
$193K +$35.5K +239 +23%
LOIM
1008
Liberty One Investment Management
Illinois
$192K +$795 +7 +0.4%
CA
1009
Continuum Advisory
Idaho
$172K +$3.75K +33 +2%
HBW
1010
Hazlett, Burt & Watson
West Virginia
$171K -$11.7K -104 -6%
CH
1011
Canton Hathaway
Rhode Island
$170K +$170K +1,500 New
BTI
1012
Blue Trust Inc
Georgia
$168K -$211K -1,859 -56%
FCT
1013
First Community Trust
Iowa
$164K
AWM
1014
Atticus Wealth Management
Florida
$164K +$49.9K +439 +44%
CCM
1015
Copeland Capital Management
Pennsylvania
$163K +$114 +1 +0.1%
EWA
1016
EverSource Wealth Advisors
Alabama
$161K -$104K -920 -39%
RIL
1017
Rothschild Investment LLC
Illinois
$160K +$22K +194 +16%
SC
1018
Stance Capital
Massachusetts
$159K +$159K +1,396 New
T
1019
Tidemark
California
$157K +$114 +1 +0.1%
C
1020
Covestor
United Kingdom
$157K -$19.2K -169 -11%
WIM
1021
Westside Investment Management
California
$152K -$98.3K -865 -39%
SAM
1022
Smartleaf Asset Management
Massachusetts
$144K +$68.8K +592 +91%
SC
1023
Steph & Co
Wisconsin
$143K -$143K -1,263 -50%
NFSG
1024
Newbridge Financial Services Group
Florida
$139K -$320K -2,818 -70%
CA
1025
Clearstead Advisors
Ohio
$137K -$92.8K -817 -40%