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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
HNB
1001
Hilltop National Bank
Wyoming
$1.63K
CTA
1002
Colonial Trust Advisors
South Carolina
$1.53K -$120K -1,125 -99%
BL
1003
BFSG LLC
California
$1.53K
DJSG
1004
D.J. St. Germain
Massachusetts
$1.53K
RWM
1005
Ruedi Wealth Management
Illinois
$1.53K
SN
1006
Sittner & Nelson
Oregon
$1.53K +$852 +8 +114%
MCA
1007
Maryland Capital Advisors
Maryland
$1.43K -$1.49K -14 -50%
BGAI
1008
Bruce G. Allen Investments
Colorado
$1.43K
GIS
1009
Grayhawk Investment Strategies
Alberta, Canada
$1.43K
AF
1010
Aviso Financial
Ontario, Canada
$1.32K -$2.02K -19 -59%
CFS
1011
CGC Financial Services
Oregon
$1.32K
HWM
1012
Horizons Wealth Management
North Carolina
$1.22K
CWP
1013
Clark Wealth Partners
Illinois
$1.22K +$1.28K +12 New
KIM
1014
Kestra Investment Management
Texas
$1.22K +$1.28K +12 New
FWM
1015
FLP Wealth Management
Arkansas
$1.13K +$1.17K +11 New
AWM
1016
Ameliora Wealth Management
Switzerland
$1.12K +$1.17K +11 New
CIM
1017
Contravisory Investment Management
Massachusetts
$1.12K +$1.17K +11 New
DRP
1018
Decker Retirement Planning
Utah
$1.12K +$1.17K +11 New
Q1WB
1019
Quest 10 Wealth Builders
Virginia
$1.12K +$1.17K +11 New
CWM
1020
Cranbrook Wealth Management
Michigan
$1.02K
WCM
1021
WealthTrak Capital Management
Virginia
$1.02K +$1.07K +10 New
CMP
1022
Coston McIsaac & Partners
Maine
$1K
MFA
1023
McClarren Financial Advisors
Pennsylvania
$1K
TFA
1024
Transamerica Financial Advisors
Florida
$1K
GSWM
1025
Golden State Wealth Management
California
$918 +$959 +9 New