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 %
CAS
1051
Coppell Advisory Solutions
Texas
$75.4K +$10.2K +88 +16%
RCM
1052
Raleigh Capital Management
North Carolina
$74.9K -$1.25K -11 -2%
PSFG
1053
Park Square Financial Group
Georgia
$70.4K +$70.4K +620 New
PFBT
1054
Parkside Financial Bank & Trust
Missouri
$68.8K +$454 +4 +0.7%
WSCM
1055
Wellington Shields Capital Management
New York
$68.2K +$68.2K +45,644 New
GTAM
1056
Global Trust Asset Management
Florida
$67K +$32.9K +290 +97%
EFMH
1057
E Fund Management (HK)
Hong Kong
$67K +$67K +586 New
MPWT
1058
MassMutual Private Wealth & Trust
Connecticut
$66.8K +$24.4K +215 +58%
LWCFA
1059
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66.7K +$35.9K +350 +117%
AAP
1060
Arax Advisory Partners
Colorado
$64.5K -$413K -3,639 -86%
SAM
1061
S.A. Mason
Michigan
$62.5K +$62.5K +550 New
AssetMark Inc
1062
AssetMark Inc
California
$62K +$59.1K +520 +2,000%
FDW
1063
Fourth Dimension Wealth
Ohio
$60.2K +$60.2K +530 New
CA
1064
Crewe Advisors
Utah
$59.9K +$59.9K +527 New
AAG
1065
Armstrong Advisory Group
Massachusetts
$59K +$16.1K +142 +38%
TCM
1066
TruNorth Capital Management
Michigan
$56.9K
TFIPS
1067
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.8K +$56.8K +500 New
RS
1068
R Squared
Hong Kong
$56.8K +$56.8K +500 New
BIG
1069
Brooklyn Investment Group
New York
$55.8K +$21.6K +190 +63%
UB
1070
UMB Bank
Missouri
$52.6K
BIA
1071
Bell Investment Advisors
California
$51.5K +$682 +6 +1%
WB
1072
Webster Bank
Connecticut
$51.1K +$51.1K +450 New
TWD
1073
True Wealth Design
Ohio
$48K +$6.37K +56 +15%
IUHSA
1074
Itau Unibanco Holding S.A.
Brazil
$46.5K -$2.71M -23,835 -98%
Group One Trading
1075
Group One Trading
Illinois
$46K +$46K +405 New