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Veralto

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: 1,0471,058 (+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: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
951
Concord Wealth Partners
Virginia
$3.97K
CMA
952
Cedar Mountain Advisors
Oregon
$3.88K
MAM
953
Marquette Asset Management
Minnesota
$3.87K -$4.05K -38 -50%
HC
954
Hara Capital
Washington
$3.87K +$2.02K +19 +100%
EPAM
955
Evelyn Partners Asset Management
$3.77K +$3.94K +37 New
MWM
956
Mascoma Wealth Management
New Hampshire
$3.67K +$3.84K +36 New
PSFG
957
Park Square Financial Group
Georgia
$3.67K +$3.84K +36 New
FFC
958
First Financial Corp
Indiana
$3.56K
KOCAA
959
Knights of Columbus Asset Advisors
Connecticut
$3.36K
DFA
960
DHJJ Financial Advisors
Illinois
$3.26K
FPF
961
First Pacific Financial
Washington
$3.26K +$3.41K +32 New
PWA
962
Provenance Wealth Advisors
Florida
$3.26K
KWAG
963
Kiely Wealth Advisory Group
North Carolina
$3.19K
DMIC
964
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.16K +$3.3K +31 New
PA
965
Pineridge Advisors
Missouri
$3.06K
GEA
966
Glen Eagle Advisors
New Jersey
$3.06K -$1.28K -12 -29%
AP
967
Aspect Partners
Virginia
$3.06K
BCM
968
Birch Capital Management
Texas
$3.06K
EPW
969
Evergreen Private Wealth
Colorado
$3.06K
GJIA
970
Glass Jacobson Investment Advisors
Maryland
$3.06K
MSWM
971
Mowery & Schoenfeld Wealth Management
Illinois
$3.06K +$3.2K +30 New
SAM
972
Synergy Asset Management
Washington
$3.02K +$2.88K +27 New
FMTCOCP
973
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
AG
974
AmeriFlex Group
Nevada
$3K +$3.09K +29 New
CAS
975
Coppell Advisory Solutions
Texas
$2.86K -$959 -9 -24%