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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
TPW
1026
Talon Private Wealth
Florida
$917
NECFA
1027
New England Capital Financial Advisors
Connecticut
$818
PAG
1028
Paladin Advisory Group
Iowa
$815
YP
1029
YANKCOM Partnership
South Dakota
$815 +$852 +8 New
RFG
1030
REAP Financial Group
Texas
$716 -$852 -8 -53%
TCA
1031
Trifecta Capital Advisors
Illinois
$713
PCFFS
1032
Pacific Center for Financial Services
California
$612
WWM
1033
Wolff Wiese Magana
California
$612
SIC
1034
SJS Investment Consulting
Ohio
$612 +$533 +5 +500%
CWA
1035
Carolina Wealth Advisors
South Carolina
$611
NC
1036
NewSquare Capital
Pennsylvania
$611 +$213 +2 +50%
NRG
1037
Nemes Rush Group
Michigan
$509
CAM
1038
Chesapeake Asset Management
New York
$509 +$533 +5 New
PC
1039
Promus Capital
Illinois
$509 +$533 +5 New
WW
1040
Winnow Wealth
Texas
$448 +$533 +5 New
VWA
1041
Valued Wealth Advisors
Utah
$409
PIS
1042
POM Investment Strategies
North Carolina
$306
CIAM
1043
Caitong International Asset Management
Hong Kong
$306 +$320 +3 New
PWA
1044
Principia Wealth Advisory
Texas
$306 +$320 +3 New
SO
1045
Sierra Ocean
California
$306 +$320 +3 New
PP
1046
Pacifica Partners
Canada
$302 -$4.26K -40 -93%
NS
1047
NBC Securities
Alabama
$243 -$255K -2,389 -100%
TAM
1048
Tucker Asset Management
Colorado
$204 -$107 -1 -33%
RWPA
1049
Richard W. Paul & Associates
Michigan
$204
AWM
1050
Activest Wealth Management
Florida
$204 +$213 +2 New