We are live on ! Find out more
VLTO icon

Veralto
VLTO

1,028 hedge funds and large institutions have $22.5B invested in Veralto in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 329 increasing their positions, 423 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

0.25% less ownership

Funds ownership: 93.62% → 93.37% (-0.25%)

5% less capital invested

Capital invested by funds: $23.6B → $22.5B (-$1.1B)

3% less funds holding

Funds holding: 1,058 → 1,028 (-30)

13% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 98

19% less call options, than puts

Call options by funds: $33.1M | Put options by funds: $40.7M

22% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 423

Holders
1,028
Holders Change
-30
Holders Change %
-2.84%
% of All Funds
13.79%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
85
Increased
329
Reduced
423
Closed
98
Calls
$33.1M
Puts
$40.7M
Net Calls
-$7.57M
Net Calls Change
-$186M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$136M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$81M
3
JP Morgan Chase
JP Morgan Chase
New York
+$68.1M
4
Millennium Management
Millennium Management
New York
+$67.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$50.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$262M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$157M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$114M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$81.1M
5
Newport Trust Company
Newport Trust Company
District of Columbia
-$46.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1001
Winnow Wealth
Texas
$637 +$200 +2 +40%
SIC
1002
SJS Investment Consulting
Ohio
$586 – – –
PCFFS
1003
Pacific Center for Financial Services
California
$585 – – –
HHGA
1004
Halbert Hargrove Global Advisors
California
$585 +$599 +6 New
FAM
1005
Flaharty Asset Management
Florida
$584 +$599 +6 New
NRG
1006
Nemes Rush Group
Michigan
$487 – – –
PC
1007
Promus Capital
Illinois
$487 – – –
BFS
1008
Bare Financial Services
Pennsylvania
$487 +$499 +5 New
PWA
1009
Principia Wealth Advisory
Texas
$456 +$200 +2 +67%
VWA
1010
Valued Wealth Advisors
Utah
$391 – – –
TIM
1011
Tortoise Investment Management
New York
$390 -$2.2K -22 -85%
WOC
1012
West Oak Capital
California
$358 -$7.59K -76 -17%
CYG
1013
Clean Yield Group
Vermont
$292 -$23.1K -231 -99%
PIS
1014
POM Investment Strategies
North Carolina
$292 – – –
PP
1015
Pacifica Partners
Canada
$282 – – –
WWM
1016
Wolff Wiese Magana
California
$195 -$399 -4 -67%
ACA
1017
American Capital Advisory
Idaho
$195 +$200 +2 New
DPW
1018
DiNuzzo Private Wealth
Pennsylvania
$195 +$200 +2 New
MWM
1019
MorganRosel Wealth Management
Colorado
$195 +$200 +2 New
HIA
1020
HFM Investment Advisors
New Jersey
$98 +$100 +1 New
GWSG
1021
GPS Wealth Strategies Group
Colorado
$97 -$1.9K -19 -95%
CIA
1022
Cape Investment Advisory
Georgia
$97 – – –
IRC
1023
Investors Research Corp
Georgia
$97 – – –
RFS
1024
Richardson Financial Services
Massachusetts
$97 – – –
BHWM
1025
Bay Harbor Wealth Management
Maryland
$97 +$100 +1 New
39 40
41
42 43

VLTO Hedge Fund Activity: Q1 2025 in Review

1,028 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Veralto (VLTO) for Q1 2025, worth a combined $22.5B — down 4.7% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of VLTO and 85 opened new positions — a net loss of 13 holders — while 423 trimmed existing stakes and 329 added.

The largest buyer was AllianceBernstein, adding an estimated $136M. The largest seller was Capital International Investors, cutting an estimated $262M.

  • 1,028 institutional investors held Veralto (VLTO) as of Q1 2025, down from 1,058 in Q4 2024.
  • Funds reported $22.5B of Veralto stock for Q1 2025, down 4.7% quarter-over-quarter.
  • 85 funds opened new Veralto positions in Q1 2025 and 98 closed out, a net change of -13 holders.
  • The largest Veralto buyer in Q1 2025 was AllianceBernstein, an estimated $136M added.
  • The largest Veralto seller in Q1 2025 was Capital International Investors, an estimated $262M sold.

Based on aggregated 13F filings for Q1 2025.