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 %
MWA
1101
Miller Wealth Advisors
Colorado
$22.7K +$22.7K +200 New
BCMLT
1102
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.4K +$9.32K +82 +71%
HGERS
1103
Householder Group Estate & Retirement Specialist
Arizona
$19K +$9.28K +83 +95%
BONH
1104
Bank of New Hampshire
New Hampshire
$18.2K +$18.2K +160 New
FLP
1105
Financial Life Planners
Arizona
$18.1K +$18.1K +159 New
PSB
1106
Piscataqua Savings Bank
New Hampshire
$17K +$17K +150 New
AF
1107
Advisornet Financial
Minnesota
$16.8K -$22.9K -202 -58%
RTL
1108
Red Tortoise LLC
Georgia
$16.7K
JWA
1109
JFS Wealth Advisors
Pennsylvania
$15.1K +$4.09K +36 +37%
SIC
1110
SJS Investment Consulting
Ohio
$15.1K +$10.7K +94 +241%
HWM
1111
HighMark Wealth Management
Minnesota
$15K
S
1112
Sachetta
Massachusetts
$14.9K +$4.77K +42 +47%
MHR
1113
Matthew Hamilton Rosenberg
$14.4K
HWP
1114
Highline Wealth Partners
California
$14.1K +$1.02K +9 +8%
RFG
1115
REAP Financial Group
Texas
$13.1K -$5.69K -50 -30%
HWM
1116
Hemington Wealth Management
Virginia
$13K +$6.28K +56 +93%
CIA
1117
Cape Investment Advisory
Georgia
$12.7K +$6.48K +57 +104%
LAM
1118
Lummis Asset Management
Texas
$12.7K -$3.41K -30 -21%
AW
1119
Avion Wealth
Texas
$12K +$6.06K +54 +102%
JFGIW
1120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.7K +$11.7K +100 New
TIM
1121
Tortoise Investment Management
New York
$11.4K +$11.4K +100 New
AWM
1122
Activest Wealth Management
Florida
$10.3K +$7.16K +63 +225%
FIA
1123
FPC Investment Advisory
California
$9.48K +$9.48K +81 New
FWM
1124
FSA Wealth Management
Massachusetts
$9.43K
RMP
1125
Richards, Merrill & Peterson
Washington
$9.09K +$9.09K +80 New