We are live on ! Find out more
VLTO icon

Veralto
VLTO

1,058 hedge funds and large institutions have $23.6B invested in Veralto in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 351 increasing their positions, 396 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

724% more call options, than puts

Call options by funds: $203M | Put options by funds: $24.7M

29% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 100

1.81% more ownership

Funds ownership: 91.8% → 93.62% (+1.8%)

1% more funds holding

Funds holding: 1,047 → 1,058 (+11)

7% less capital invested

Capital invested by funds: $25.3B → $23.6B (-$1.73B)

11% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 396

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
1,058
Holders Change
+11
Holders Change %
+1.05%
% of All Funds
13.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
129
Increased
351
Reduced
396
Closed
100
Calls
$203M
Puts
$24.7M
Net Calls
+$179M
Net Calls Change
-$26.3M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$191M
2
CIP
Champlain Investment Partners
Vermont
+$139M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$108M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$101M
5
UBS Group
UBS Group
Switzerland
+$82.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$95.4M
2
Swedbank
Swedbank
Sweden
-$81.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$80.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$71.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$66.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
Sugarloaf Wealth Management
Georgia
$30.8K – – –
PB
827
Pinnacle Bancorp
Nebraska
$30.7K – – –
EDRH
828
Edmond de Rothschild Holding
Switzerland
$30.6K -$1.39K -13 -4%
BWM
829
Bernard Wealth Management
Michigan
$29.9K +$31.3K +294 New
LWANC
830
Laurel Wealth Advisors (North Carolina)
North Carolina
$29.7K – – –
BTD
831
BankPlus Trust Department
Mississippi
$29.1K +$30.5K +286 New
SWP
832
SIMA Wealth Partners
Virginia
$28.9K -$5.12K -48 -14%
GTAM
833
Global Trust Asset Management
Florida
$28.6K – – –
FC
834
Fairscale Capital
New Hampshire
$28.5K -$426 -4 -1%
BLC
835
Brown, Lisle/Cummings
Rhode Island
$28.2K -$20K -188 -40%
JFGIW
836
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.2K -$33.1K -311 -54%
FCAS
837
First Command Advisory Services
Texas
$27.1K – – –
OIAM
838
OFI Invest Asset Management
France
$26.2K +$28.3K +266 New
MMG
839
Monetary Management Group
Missouri
$25.3K – – –
HWM
840
Hemington Wealth Management
Virginia
$25K – – –
NFSG
841
Newbridge Financial Services Group
Florida
$23.9K – – –
CYG
842
Clean Yield Group
Vermont
$23.8K – – –
CCMI
843
Creative Capital Management Investments
California
$23.7K – – –
PAM
844
Parvin Asset Management
South Dakota
$23.7K +$24.8K +233 New
SIC
845
Salem Investment Counselors
North Carolina
$22.9K – – –
AWM
846
Atticus Wealth Management
Florida
$22.1K – – –
MHR
847
Matthew Hamilton Rosenberg
$22K -$746 -7 -3%
HCM
848
Hollencrest Capital Management
California
$22K – – –
CLOS
849
Compagnie Lombard Odier SCmA
Switzerland
$21.7K -$14.2K -133 -38%
JSAM
850
J. Safra Asset Management
New York
$20.7K – – –
32 33
34
35 36

VLTO Hedge Fund Activity: Q4 2024 in Review

1,058 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Veralto (VLTO) for Q4 2024, worth a combined $23.6B — down 6.8% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VLTO positions and 100 closed out — a net gain of 29 holders — while 351 added to existing stakes and 396 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $191M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $95.4M.

  • 1,058 institutional investors held Veralto (VLTO) as of Q4 2024, up from 1,047 in Q3 2024.
  • Funds reported $23.6B of Veralto stock for Q4 2024, down 6.8% quarter-over-quarter.
  • 129 funds opened new Veralto positions in Q4 2024 and 100 closed out, a net change of +29 holders.
  • The largest Veralto buyer in Q4 2024 was First Trust Advisors, an estimated $191M added.
  • The largest Veralto seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $95.4M sold.

Based on aggregated 13F filings for Q4 2024.