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Veralto

1,039 hedge funds and large institutions have $23.3B invested in Veralto in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 327 increasing their positions, 426 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.07% more ownership

Funds ownership: 92.09%93.15% (+1.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 426

Holders
1,039
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.31M
Puts
$2.72M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1001
Bogart Wealth LLC
Virginia
$808
HWM
1002
Horizons Wealth Management
North Carolina
$808
GC
1003
Garde Capital
Washington
$808
PWA
1004
Principia Wealth Advisory
Texas
$808
SC
1005
Stephens Consulting
Michigan
$808
AF
1006
Aviso Financial
Ontario, Canada
$807
SN
1007
Sittner & Nelson
Oregon
$707
TCA
1008
Trifecta Capital Advisors
Illinois
$707
PCFFS
1009
Pacific Center for Financial Services
California
$606
DPW
1010
DiNuzzo Private Wealth
Pennsylvania
$606
PGAM
1011
Princeton Global Asset Management
New Jersey
$606
ACA
1012
Atlas Capital Advisors
Wyoming
$605
PC
1013
Promus Capital
Illinois
$505
NRG
1014
Nemes Rush Group
Michigan
$505
VWA
1015
Valued Wealth Advisors
Utah
$405
ACA
1016
American Capital Advisory
Idaho
$404
SC
1017
Swan Capital
Florida
$404
QWM
1018
Quaker Wealth Management
New Jersey
$404
BHWM
1019
Bay Harbor Wealth Management
Maryland
$403
WOC
1020
West Oak Capital
California
$339
HIA
1021
HFM Investment Advisors
New Jersey
$303
PWM
1022
Parkworth Wealth Management
California
$303
GSWM
1023
Golden State Wealth Management
California
$203
MWM
1024
MorganRosel Wealth Management
Colorado
$202
WWM
1025
Wolff Wiese Magana
California
$202