We are live on ! Find out more
VLTO icon

Veralto

1,096 hedge funds and large institutions have $23.4B invested in Veralto in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 323 increasing their positions, 436 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $4.13M | Put options by funds: $1.39M

66% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 87

3% more funds holding

Funds holding: 1,0611,096 (+35)

1.93% more ownership

Funds ownership: 92.5%94.42% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $24.5B → $23.4B (-$1.07B)

26% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 436

Holders
1,096
Holders Change
+35
Holders Change %
+3.3%
% of All Funds
13.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
144
Increased
323
Reduced
436
Closed
87
Calls
$4.13M
Puts
$1.39M
Net Calls
+$2.74M
Net Calls Change
-$47.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CII
651
Capital International Inc
California
$312K +$23K +227 +8%
BIG
652
Brooklyn Investment Group
New York
$307K +$306K +3,025 New
FFM
653
Forum Financial Management
Illinois
$305K +$55.1K +545 +22%
ASN
654
Advisory Services Network
Georgia
$305K +$20.6K +204 +7%
VFA
655
Valeo Financial Advisors
Indiana
$302K -$19.5K -193 -6%
NL
656
NWAM LLC
Washington
$302K +$1.82K +18 +0.6%
CIA
657
Concurrent Investment Advisors
Florida
$301K +$305K +3,020 New
PIM
658
Plato Investment Management
Australia
$301K
WIC
659
Woodmont Investment Counsel
Tennessee
$301K -$3.74K -37 -1%
CI
660
Corient IA
Florida
$299K
RC
661
Roundview Capital
New Jersey
$299K
FTWA
662
Fifth Third Wealth Advisors
Ohio
$297K -$11.8K -117 -4%
SCA
663
Snowden Capital Advisors
New York
$297K -$1.11K -11 -0.4%
WANY
664
Wealthspire Advisors (New York)
New York
$292K +$199K +1,965 +205%
RP
665
Rice Partnership
Hawaii
$291K
SPIA
666
Steward Partners Investment Advisory
New York
$289K -$11.3K -112 -4%
FFN
667
Focus Financial Network
Minnesota
$284K +$5.16K +51 +2%
MPM
668
Meritage Portfolio Management
Kansas
$282K -$3.24K -32 -1%
SF
669
Sun Financial
Utah
$282K +$286K +2,825 New
PWP
670
Private Wealth Partners
California
$281K -$253K -2,499 -47%
CIBC World Market
671
CIBC World Market
Ontario, Canada
$279K -$30.1K -298 -10%
SIG
672
Sky Investment Group
Connecticut
$279K -$45.4K -449 -14%
PWA
673
Pitcairn Wealth Advisors
Pennsylvania
$276K +$280K +2,768 New
DC
674
Davenport & Co
Virginia
$276K -$14.8K -146 -5%
BCM
675
Banyan Capital Management
Georgia
$275K -$5.46K -54 -2%