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Veralto

1,034 hedge funds and large institutions have $23.3B invested in Veralto in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 325 increasing their positions, 425 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+17
Holders Change %
+1.67%
% of All Funds
13.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
111
Increased
325
Reduced
425
Closed
79
Calls
$4.31M
Puts
$2.72M
Net Calls
+$1.59M
Net Calls Change
+$9.16M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
1001
Aviso Financial
Ontario, Canada
$807 -$303 -3 -27%
SN
1002
Sittner & Nelson
Oregon
$707
TCA
1003
Trifecta Capital Advisors
Illinois
$707
PCFFS
1004
Pacific Center for Financial Services
California
$606
DPW
1005
DiNuzzo Private Wealth
Pennsylvania
$606 +$404 +4 +200%
PGAM
1006
Princeton Global Asset Management
New Jersey
$606 +$606 +6 New
ACA
1007
Atlas Capital Advisors
Wyoming
$605 -$1.31K -13 -68%
NRG
1008
Nemes Rush Group
Michigan
$505
PC
1009
Promus Capital
Illinois
$505
VWA
1010
Valued Wealth Advisors
Utah
$405
ACA
1011
American Capital Advisory
Idaho
$404 +$202 +2 +100%
SC
1012
Swan Capital
Florida
$404 +$404 +4 New
QWM
1013
Quaker Wealth Management
New Jersey
$404 +$404 +4 New
BHWM
1014
Bay Harbor Wealth Management
Maryland
$403 +$302 +3 +300%
WOC
1015
West Oak Capital
California
$339 -$31 -31 -8%
HIA
1016
HFM Investment Advisors
New Jersey
$303 +$202 +2 +200%
PWM
1017
Parkworth Wealth Management
California
$303 +$303 +3 New
GSWM
1018
Golden State Wealth Management
California
$203 -$711 -7 -78%
MWM
1019
MorganRosel Wealth Management
Colorado
$202
WWM
1020
Wolff Wiese Magana
California
$202
BMC
1021
Bear Mountain Capital
Washington
$103
DF
1022
DecisionPoint Financial
Arizona
$103 +$103 +1 New
IIM
1023
Intact Investment Management
Quebec, Canada
$101 -$70.7K -700 -100%
CTWM
1024
Cherry Tree Wealth Management
Minnesota
$101 -$10.4K -103 -99%
RS
1025
Rakuten Securities
Japan
$101