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Fortive
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Overview Fund Activity

833 hedge funds and large institutions have $24.3B invested in Fortive in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 264 increasing their positions, 336 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
11.31%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
90
Increased
264
Reduced
336
Closed
87
Calls
$11.5M
Puts
$2.09M
Net Calls
+$9.39M
Net Calls Change
-$7.02M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$1.03B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$321M
3
Invesco
Invesco
Georgia
+$202M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$154M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$104M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$434M
2
Brown Advisory
Brown Advisory
Maryland
-$286M
3
Artisan Partners
Artisan Partners
Wisconsin
-$121M
4
UBS Group
UBS Group
Switzerland
-$103M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$76M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
776
Hughes Financial Services
Virginia
$3.82K +$3.82K +52 New
SIC
777
SJS Investment Consulting
Ohio
$3.81K -$73 -1 -2%
TWD
778
True Wealth Design
Ohio
$3.81K +$2.86K +39 +300%
MSWM
779
Mowery & Schoenfeld Wealth Management
Illinois
$3.66K -$512 -7 -12%
GWSG
780
GPS Wealth Strategies Group
Colorado
$3.66K – – –
GEA
781
Glen Eagle Advisors
New Jersey
$3.07K – – –
JFA
782
JNBA Financial Advisors
Minnesota
$3K – – –
VNA
783
Valley National Advisers
Pennsylvania
$3K -$1.96K -34 -40%
AW
784
Avion Wealth
Texas
$3K – – –
HFS
785
Hantz Financial Services
Michigan
$3K +$3K +40 New
AWM
786
Activest Wealth Management
Florida
$3K +$3K +41 New
ME
787
McIlrath & Eck
Washington
$2.93K – – –
BI
788
Binnacle Investments
Iowa
$2.78K +$2.78K +38 New
RF
789
Rossby Financial
Florida
$2.76K +$2.76K +40 New
AWM
790
Abound Wealth Management
Tennessee
$2.64K – – –
DPW
791
DiNuzzo Private Wealth
Pennsylvania
$2.34K +$73 +1 +3%
WPA
792
Wealth Preservation Advisors
Tennessee
$2.2K +$2.2K +30 New
FMP
793
Financial Management Professionals
Texas
$2.05K – – –
FFO
794
Fortitude Family Office
Arizona
$2.05K – – –
PCM
795
Penserra Capital Management
California
$2K -$58.6K -879 -97%
KA
796
Kozak & Associates
Colorado
$1.99K – – –
PWA
797
Provenance Wealth Advisors
Florida
$1.83K – – –
CT
798
Coastline Trust
Rhode Island
$1.83K – – –
WCM
799
WealthTrak Capital Management
Virginia
$1.83K +$1.1K +15 +150%
TIM
800
Tortoise Investment Management
New York
$1.68K – – –
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