We are live on ! Find out more

854 hedge funds and large institutions have $24.9B invested in Fortive in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 263 increasing their positions, 318 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $22M | Put options by funds: $5.57M

30% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 83

2.77% more ownership

Funds ownership: 124.04%126.82% (+2.8%)

1% more funds holding

Funds holding: 844854 (+10)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less capital invested

Capital invested by funds: $25.8B → $24.9B (-$970M)

17% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 318

Holders
854
Holders Change
+10
Holders Change %
+1.18%
% of All Funds
11.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
108
Increased
263
Reduced
318
Closed
83
Calls
$22M
Puts
$5.57M
Net Calls
+$16.4M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
801
GPS Wealth Strategies Group
Colorado
$3.75K
KWAG
802
Kiely Wealth Advisory Group
North Carolina
$3.46K
AF
803
Advisornet Financial
Minnesota
$3.38K -$5.34K -93 -61%
GEA
804
Glen Eagle Advisors
New Jersey
$3.15K
LDB
805
Lee, Danner & Bass
Tennessee
$3.15K +$3.21K +56 New
JFA
806
JNBA Financial Advisors
Minnesota
$3.08K
ME
807
McIlrath & Eck
Washington
$3K
AW
808
Avion Wealth
Texas
$3K +$1.09K +19 +51%
Lazard Asset Management
809
Lazard Asset Management
New York
$3K +$3.27K +57 New
CAS
810
Coppell Advisory Solutions
Texas
$2.85K
AWM
811
Abound Wealth Management
Tennessee
$2.7K
DPW
812
DiNuzzo Private Wealth
Pennsylvania
$2.33K +$57 +1 +3%
KA
813
Kozak & Associates
Colorado
$2.29K
FMP
814
Financial Management Professionals
Texas
$2.1K
FFO
815
Fortitude Family Office
Arizona
$2.1K
NC
816
NewSquare Capital
Pennsylvania
$2.02K +$2.07K +36 New
CT
817
Coastline Trust
Rhode Island
$1.88K
PWA
818
Provenance Wealth Advisors
Florida
$1.88K
TIM
819
Tortoise Investment Management
New York
$1.73K
AT
820
Avalon Trust
New Mexico
$1.73K +$1.78K +31 New
CSWM
821
Cassady Schiller Wealth Management
Ohio
$1.73K +$1.78K +31 New
BONH
822
Bank of New Hampshire
New Hampshire
$1.5K
CFS
823
CGC Financial Services
Oregon
$1.5K
CIAM
824
Caitong International Asset Management
Hong Kong
$1.43K +$1.44K +25 New
CWP
825
Clark Wealth Partners
Illinois
$1.35K +$1.38K +24 New