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Veralto

1,061 hedge funds and large institutions have $24.5B invested in Veralto in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 341 increasing their positions, 388 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,542% more call options, than puts

Call options by funds: $52.3M | Put options by funds: $1.98M

40% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 75

1% more funds holding

Funds holding: 1,0471,061 (+14)

5% more capital invested

Capital invested by funds: $23.4B → $24.5B (+$1.12B)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.86% less ownership

Funds ownership: 93.35%92.5% (-0.86%)

12% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 388

Holders
1,061
Holders Change
+14
Holders Change %
+1.34%
% of All Funds
13.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
105
Increased
341
Reduced
388
Closed
75
Calls
$52.3M
Puts
$1.98M
Net Calls
+$50.3M
Net Calls Change
+$48.7M
Name Holding Trade Value Shares
Change
Change in
Stake
B
601
Bailard
California
$391K +$844 +8 +0.2%
HT
602
Heritage Trust
Oklahoma
$390K -$77.6K -736 -17%
PWM
603
Perigon Wealth Management
California
$387K +$383K +3,629 New
MOS
604
MGO One Seven
Ohio
$381K +$21.1K +200 +6%
EWA
605
EverSource Wealth Advisors
Alabama
$380K +$112K +1,064 +43%
GI
606
GAMCO Investors
Connecticut
$379K -$1.48K -14 -0.4%
DLA
607
Douglas Lane & Associates
New York
$378K -$101K -954 -21%
GC
608
Guggenheim Capital
Illinois
$378K -$37.7K -357 -9%
CFO
609
Callan Family Office
Pennsylvania
$373K -$62.6K -593 -15%
HPC
610
HM Payson & Co
Maine
$372K +$7.07K +67 +2%
BFO
611
Boston Family Office
Massachusetts
$372K +$2.64K +25 +0.7%
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$369K +$3.38K +32 +0.9%
UHC
613
Union Heritage Capital
Michigan
$358K
NS
614
NBC Securities
Alabama
$356K -$1.48K -14 -0.4%
KFBMI
615
Kentucky Farm Bureau Mutual Insurance
Kentucky
$355K
MA
616
Montag & Associates
Georgia
$354K -$1.69K -16 -0.5%
MWM
617
Mission Wealth Management
California
$354K -$8.34K -79 -2%
EFI
618
EHP Funds Inc
Canada
$352K +$348K +3,300 New
PNC
619
Park National Corp
Ohio
$350K -$38.4K -364 -10%
KWM
620
Kingsview Wealth Management
Oregon
$348K -$12.1K -115 -3%
SIG
621
Sky Investment Group
Connecticut
$346K -$10.7K -101 -3%
JSW
622
Journey Strategic Wealth
New Jersey
$343K +$340K +3,220 New
VFA
623
Valeo Financial Advisors
Indiana
$343K +$20.5K +194 +6%
WWC
624
Waypoint Wealth Counsel
Georgia
$343K +$339K +3,215 New
PCM
625
Polymer Capital Management
New York
$342K +$339K +3,210 New