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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
PAI
976
Pittenger & Anderson Inc
Nebraska
$2.85K
BGA
977
Battery Global Advisors
Massachusetts
$2.76K
FDCP
978
Foster Dykema Cabot & Partners
Massachusetts
$2.65K -$13.9K -130 -83%
W
979
WealthCollab
Washington
$2.65K
TIM
980
Tortoise Investment Management
New York
$2.65K -$426 -4 -13%
DMBA
981
Deseret Mutual Benefit Administrators
Utah
$2.65K
PFSC
982
Peoples Financial Services Corp
Pennsylvania
$2.65K
CCA
983
Criterion Capital Advisors
Tennessee
$2.58K
CSB
984
City State Bank
Iowa
$2.34K
GWSG
985
GPS Wealth Strategies Group
Colorado
$2.04K
PCWA
986
Pacific Capital Wealth Advisors
California
$2.04K
AW
987
Avion Wealth
Texas
$2K +$213 +2 +9%
BFPW
988
BOK Financial Private Wealth
Colorado
$1.94K +$639 +6 +46%
ACA
989
Atlas Capital Advisors
Wyoming
$1.94K
LAM
990
Lummis Asset Management
Texas
$1.94K
BWL
991
Bogart Wealth LLC
Virginia
$1.94K +$320 +3 +19%
EPW
992
Endeavor Private Wealth
Kansas
$1.91K +$2.02K +19 New
MFS
993
Mattson Financial Services
Michigan
$1.9K
NCM
994
Northwest Capital Management
Oregon
$1.83K
CWM
995
Consultiva Wealth Management
Puerto Rico
$1.83K +$1.92K +18 New
TLCM
996
Twin Lakes Capital Management
California
$1.74K
NRWA
997
North Ridge Wealth Advisors
Oregon
$1.73K +$1.81K +17 New
CT
998
Coastline Trust
Rhode Island
$1.63K
CAM
999
Creekmur Asset Management
Illinois
$1.63K
FIM
1000
FWL Investment Management
Texas
$1.63K