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 %
CAL
1126
Capital Advisors Ltd
Ohio
$9K
FMTCOCP
1127
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K
Bessemer Group
1128
Bessemer Group
New Jersey
$9K +$9K +80 New
MCM
1129
MV Capital Management
Maryland
$8.75K +$341 +3 +4%
IWP
1130
IAG Wealth Partners
Wisconsin
$7.61K
CFFP
1131
Center for Financial Planning
Michigan
$7.39K
CFO
1132
CVA Family Office
Colorado
$7.39K +$5K +44 +210%
GBT
1133
Grove Bank & Trust
Florida
$7.39K +$7.39K +65 New
KSB
1134
Kennebec Savings Bank
Maine
$6.45K
PC
1135
Pier Capital
Connecticut
$5.79K -$12.3K -108 -68%
HNB
1136
Hilltop National Bank
Wyoming
$5.68K
1IA
1137
1620 Investment Advisors
Massachusetts
$5.68K
DIP
1138
DT Investment Partners
Pennsylvania
$5.68K +$5.68K +50 New
QC
1139
Quent Capital
New York
$5.34K
WTA
1140
Washington Trust Advisors
Massachusetts
$5.32K -$8.6K -76 -62%
VWM
1141
Vermillion Wealth Management
Minnesota
$4.54K +$4.54K +40 New
WCM
1142
Winthrop Capital Management
Indiana
$4K +$4K +38 New
EFG
1143
Ethos Financial Group
Pennsylvania
$3.98K +$3.98K +35 New
Kayne Anderson Rudnick Investment Management
1144
Kayne Anderson Rudnick Investment Management
California
$3.93K -$3.12K -27 -44%
DPW
1145
DiNuzzo Private Wealth
Pennsylvania
$3.75K +$568 +5 +18%
FFO
1146
Fortitude Family Office
Arizona
$3.75K +$1.7K +15 +83%
MAS
1147
MPWM Advisory Solutions
Georgia
$3.64K +$3.64K +32 New
IRC
1148
Investors Research Corp
Georgia
$3.41K
CWM
1149
Centricity Wealth Management
Ohio
$3.41K +$3.41K +30 New
MLA
1150
MB, Levis & Associates
Pennsylvania
$3.41K +$3.41K +30 New