We are live on ! Find out more
VLTO icon

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
DJSG
1001
D.J. St. Germain
Massachusetts
$1.68K
MFS
1002
Mattson Financial Services
Michigan
$1.62K
BGAI
1003
Bruce G. Allen Investments
Colorado
$1.57K
GIS
1004
Grayhawk Investment Strategies
Alberta, Canada
$1.57K
BFPW
1005
BOK Financial Private Wealth
Colorado
$1.46K +$1.37K +13 New
VAMG
1006
Voisard Asset Management Group
Michigan
$1.46K +$317 +3 +30%
CFS
1007
CGC Financial Services
Oregon
$1.45K
HWM
1008
Horizons Wealth Management
North Carolina
$1.34K
CWM
1009
Cranbrook Wealth Management
Michigan
$1.12K
TPW
1010
Talon Private Wealth
Florida
$1.01K +$951 +9 New
TFA
1011
Transamerica Financial Advisors
Florida
$1K -$12.8K -121 -99%
IAIM
1012
International Assets Investment Management
Florida
$954 +$11.2M +106,266 +23,720%
NECFA
1013
New England Capital Financial Advisors
Connecticut
$898
PAG
1014
Paladin Advisory Group
Iowa
$895
TCA
1015
Trifecta Capital Advisors
Illinois
$784
SN
1016
Sittner & Nelson
Oregon
$783 -$6.13K -58 -89%
GJWM
1017
Gilliland Jeter Wealth Management
Arkansas
$783
RTC
1018
Riverview Trust Company
Washington
$783 +$740 +7 New
PCFFS
1019
Pacific Center for Financial Services
California
$672
WWM
1020
Wolff Wiese Magana
California
$672
CWA
1021
Carolina Wealth Advisors
South Carolina
$671 +$634 +6 New
WOC
1022
West Oak Capital
California
$584 -$40.8K -386 -43%
WFA
1023
Wells Financial Advisors
Massachusetts
$560 +$528 +5 New
LCM
1024
Logan Capital Management
Pennsylvania
$559 -$2.43K -23 -82%
ABWM
1025
Alpine Bank Wealth Management
Colorado
$559 +$528 +5 New