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Veralto

1,035 hedge funds and large institutions have $24.9B invested in Veralto in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 348 increasing their positions, 397 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+38
Holders Change %
+3.81%
% of All Funds
14.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
115
Increased
348
Reduced
397
Closed
65
Calls
$236M
Puts
$30.7M
Net Calls
+$205M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Shares
Change %
NECFA
1001
New England Capital Financial Advisors
Connecticut
$898
PAG
1002
Paladin Advisory Group
Iowa
$895
TCA
1003
Trifecta Capital Advisors
Illinois
$784
SN
1004
Sittner & Nelson
Oregon
$783 -$6.49K -58 -89%
GJWM
1005
Gilliland Jeter Wealth Management
Arkansas
$783
RTC
1006
Riverview Trust Company
Washington
$783 +$783 +7 New
PCFFS
1007
Pacific Center for Financial Services
California
$672
WWM
1008
Wolff Wiese Magana
California
$672
CWA
1009
Carolina Wealth Advisors
South Carolina
$671 +$671 +6 New
WOC
1010
West Oak Capital
California
$584 -$432 -386 -43%
WFA
1011
Wells Financial Advisors
Massachusetts
$560 +$560 +5 New
LCM
1012
Logan Capital Management
Pennsylvania
$559 -$2.57K -23 -82%
ABWM
1013
Alpine Bank Wealth Management
Colorado
$559 +$559 +5 New
VWA
1014
Valued Wealth Advisors
Utah
$449
NC
1015
NewSquare Capital
Pennsylvania
$447
OP
1016
ORG Partners
Indiana
$446 -$112 -1 -20%
NRG
1017
Nemes Rush Group
Michigan
$443
PIS
1018
POM Investment Strategies
North Carolina
$336 -$1.34K -12 -80%
TAM
1019
Tucker Asset Management
Colorado
$336
PS
1020
Planned Solutions
California
$336 +$336 +3 New
RWPA
1021
Richard W. Paul & Associates
Michigan
$224 -$560 -5 -71%
RFS
1022
Richardson Financial Services
Massachusetts
$207 +$104 +1 +100%
BMC
1023
Bear Mountain Capital
Washington
$113
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1024
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$112
CIAS
1025
CBIZ Investment Advisory Services
Ohio
$112