VLTO icon

Veralto
VLTO

Overview Fund Activity

1,042 hedge funds and large institutions have $23.5B invested in Veralto in 2024 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 346 increasing their positions, 392 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
+7
Holders Change %
+0.68%
% of All Funds
13.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
124
Increased
346
Reduced
392
Closed
99
Calls
$203M
Puts
$24.7M
Net Calls
+$179M
Net Calls Change
-$26.3M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$265M
2
CIP
Champlain Investment Partners
Vermont
$133M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$401M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$96.9M
5
UBS Group
UBS Group
Switzerland
$137M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$991M
2
Swedbank
Swedbank
Sweden
$140M
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.83M
4
Citadel Advisors
Citadel Advisors
Florida
$160K
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$6.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
1001
Contravisory Investment Management
Massachusetts
$1.12K +$1.12K +11 New
DRP
1002
Decker Retirement Planning
Utah
$1.12K +$1.12K +11 New
Q1WB
1003
Quest 10 Wealth Builders
Virginia
$1.12K +$1.12K +11 New
AWM
1004
Ameliora Wealth Management
Switzerland
$1.12K +$1.12K +11 New
CWM
1005
Cranbrook Wealth Management
Michigan
$1.02K – – –
WCM
1006
WealthTrak Capital Management
Virginia
$1.02K +$1.02K +10 New
MFA
1007
McClarren Financial Advisors
Pennsylvania
$1K – – –
TFA
1008
Transamerica Financial Advisors
Florida
$1K – – –
CMP
1009
Coston McIsaac & Partners
Maine
$1K – – –
GSWM
1010
Golden State Wealth Management
California
$918 +$918 +9 New
TPW
1011
Talon Private Wealth
Florida
$917 – – –
NECFA
1012
New England Capital Financial Advisors
Connecticut
$818 – – –
PAG
1013
Paladin Advisory Group
Iowa
$815 – – –
YP
1014
YANKCOM Partnership
South Dakota
$815 +$815 +8 New
RFG
1015
REAP Financial Group
Texas
$716 -$818 -8 -53%
TCA
1016
Trifecta Capital Advisors
Illinois
$713 – – –
PCFFS
1017
Pacific Center for Financial Services
California
$612 – – –
WWM
1018
Wolff Wiese Magana
California
$612 – – –
SIC
1019
SJS Investment Consulting
Ohio
$612 +$510 +5 +500%
CWA
1020
Carolina Wealth Advisors
South Carolina
$611 – – –
NC
1021
NewSquare Capital
Pennsylvania
$611 +$204 +2 +50%
NRG
1022
Nemes Rush Group
Michigan
$509 – – –
PC
1023
Promus Capital
Illinois
$509 +$509 +5 New
WW
1024
Winnow Wealth
Texas
$448 +$448 +5 New
VWA
1025
Valued Wealth Advisors
Utah
$409 – – –
39 40
41
42 43