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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
SWM
701
Spire Wealth Management
Virginia
$242K -$1,000K -9,885 -80%
OF
702
Optimize Financial
California
$242K +$3.24K +32 +1%
EIA
703
Edgemoor Investment Advisors
Maryland
$241K
PA
704
Pinnacle Associates
New York
$241K +$244K +2,411 New
VCM
705
Virtue Capital Management
Tennessee
$240K -$1.06M -10,509 -81%
CI
706
CX Institutional
Indiana
$238K +$47K +465 +24%
DADC
707
D.A. Davidson & Co
Montana
$237K -$3.24K -32 -1%
JPWM
708
Jamison Private Wealth Management
Georgia
$237K
DWA
709
Douglass Winthrop Advisors
New York
$237K -$70.4K -696 -23%
IAN
710
Integrated Advisors Network
Texas
$236K -$16.8K -166 -7%
MMA
711
Miracle Mile Advisors
California
$235K +$238K +2,357 New
JTWM
712
Jackson Thornton Wealth Management
Alabama
$235K -$12.4K -123 -5%
NAM
713
NorthCrest Asset Manangement
Minnesota
$234K -$202K -1,996 -46%
CI
714
Cigna Investments
Connecticut
$233K
S
715
SignatureFD
Georgia
$231K +$101 +1 +0%
MMM
716
Mendel Money Management
Illinois
$231K -$42.5K -420 -15%
BCM
717
Brookstone Capital Management
Illinois
$229K -$3.84K -38 -2%
PCM
718
Prelude Capital Management
New York
$226K -$46.3K -458 -17%
PFM
719
Patton Fund Management
Texas
$225K -$13.5K -133 -6%
AFG
720
Atomi Financial Group
New York
$224K +$27.1K +268 +14%
PA
721
Profund Advisors
Maryland
$224K -$49.7K -491 -18%
EWA
722
EP Wealth Advisors
California
$223K +$226K +2,237 New
EFS
723
Essex Financial Services
Connecticut
$223K -$28K -277 -11%
BIM
724
Baldwin Investment Management
Pennsylvania
$223K -$73.9K -731 -25%
SCI
725
S&CO Inc
Massachusetts
$222K