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Fortive
FTV

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 %
CPG
801
Cornerstone Planning Group
New Jersey
$1.61K -$13.5K -201 -89%
RCM
802
Raleigh Capital Management
North Carolina
$1.46K -$10K -137 -87%
CFS
803
CGC Financial Services
Oregon
$1.46K – – –
BONH
804
Bank of New Hampshire
New Hampshire
$1.46K – – –
RWM
805
Rialto Wealth Management
New York
$1.39K +$1.39K +19 New
SIM
806
Synergy Investment Management
Florida
$1.32K – – –
FNWA
807
Financial Network Wealth Advisors
Utah
$1.32K +$1.32K +18 New
SC
808
Stephens Consulting
Michigan
$952 – – –
VWM
809
Valley Wealth Managers
New Jersey
$951 – – –
WA
810
WPG Advisers
Maryland
$878 – – –
TCA
811
Trifecta Capital Advisors
Illinois
$805 – – –
AT
812
Arlington Trust
Alabama
$732 – – –
SO
813
Sierra Ocean
California
$732 – – –
WW
814
Winnow Wealth
Texas
$706 +$212 +3 +43%
PCFFS
815
Pacific Center for Financial Services
California
$659 – – –
ACA
816
Atlas Capital Advisors
Wyoming
$658 – – –
LWMI
817
Legacy Wealth Management (Idaho)
Idaho
$586 – – –
BHWM
818
Bay Harbor Wealth Management
Maryland
$585 +$585 +8 New
SWA
819
SOA Wealth Advisors
New York
$446 – – –
BWL
820
Bogart Wealth LLC
Virginia
$439 +$439 +6 New
Q1WB
821
Quest 10 Wealth Builders
Virginia
$368 +$368 +5 New
CWC
822
Carolinas Wealth Consulting
North Carolina
$366 -$366 -5 -50%
PWM
823
Parkworth Wealth Management
California
$366 – – –
OCM
824
Osterweis Capital Management
California
$366 +$366 +5 New
AF
825
Advisornet Financial
Minnesota
$293 -$3K -41 -91%
31 32
33
34 35