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Veralto

1,047 hedge funds and large institutions have $25.3B invested in Veralto in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 354 increasing their positions, 400 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more call options, than puts

Call options by funds: $236M | Put options by funds: $30.7M

76% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $21.8B → $25.3B (+$3.47B)

4% more funds holding

Funds holding: 1,0081,047 (+39)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.86% less ownership

Funds ownership: 92.66%91.8% (-0.86%)

12% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 400

Holders
1,047
Holders Change
+39
Holders Change %
+3.87%
% of All Funds
15.03%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
116
Increased
354
Reduced
400
Closed
66
Calls
$236M
Puts
$30.7M
Net Calls
+$205M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
926
JFS Wealth Advisors
Pennsylvania
$7.94K
MSG
927
Main Street Group
Virginia
$7.94K +$5.18K +49 +223%
MWA
928
MFA Wealth Advisors
Pennsylvania
$7.5K
PG
929
Proffitt & Goodson
Tennessee
$7.5K +$7.08K +67 New
MSFP
930
Mark Sheptoff Financial Planning
Connecticut
$7.38K
DWM
931
Darwin Wealth Management
Florida
$7.05K +$6.66K +63 New
BC
932
Barrett & Company
Rhode Island
$7.05K
PP
933
PFS Partners
New Jersey
$6.96K
FWM
934
FSA Wealth Management
Massachusetts
$6.71K +$6.34K +60 New
AWM
935
Abound Wealth Management
Tennessee
$6.6K -$528 -5 -8%
PWMG
936
Prestige Wealth Management Group
New Jersey
$6.38K
CPA
937
Capital Performance Advisors
California
$6.38K +$6.02K +57 New
SWA
938
SOA Wealth Advisors
New York
$6.15K
VNA
939
Valley National Advisers
Pennsylvania
$6K -$6.34K -60 -51%
CFFP
940
Center for Financial Planning
Michigan
$5.59K
CFD
941
Creative Financial Designs
Indiana
$5.48K
MCM
942
MV Capital Management
Maryland
$5.48K -$317 -3 -6%
PCA
943
Providence Capital Advisors
North Carolina
$5.48K
MCM
944
MidAtlantic Capital Management
Virginia
$5.37K
YAL
945
Your Advocates Ltd
Texas
$5.37K +$4.23K +40 +500%
SC
946
Solstein Capital
California
$5.26K
MAM
947
Meeder Asset Management
Ohio
$5.15K -$11.2K -106 -70%
TIM
948
Thompson Investment Management
Wisconsin
$5.15K
USB
949
Union Savings Bank
Connecticut
$5.14K +$317 +3 +7%
SIS
950
Sound Income Strategies
Florida
$4.92K

VLTO Hedge Fund Activity: Q3 2024 in Review

1,047 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Veralto (VLTO) for Q3 2024, worth a combined $25.3B — up 16% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new VLTO positions and 66 closed out — a net gain of 50 holders — while 354 added to existing stakes and 400 trimmed.

The largest buyer was Federated Hermes, adding an estimated $206M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $730M.

  • 1,047 institutional investors held Veralto (VLTO) as of Q3 2024, up from 1,008 in Q2 2024.
  • Funds reported $25.3B of Veralto stock for Q3 2024, up 16% quarter-over-quarter.
  • 116 funds opened new Veralto positions in Q3 2024 and 66 closed out, a net change of +50 holders.
  • The largest Veralto buyer in Q3 2024 was Federated Hermes, an estimated $206M added.
  • The largest Veralto seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $730M sold.

Based on aggregated 13F filings for Q3 2024.