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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
CWP
1101
Concord Wealth Partners
Virginia
– -$3.97K -39 Closed
DMIC
1102
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$3.16K -31 Closed
EPW
1103
Evergreen Private Wealth
Colorado
– -$3.06K -30 Closed
MSWM
1104
Mowery & Schoenfeld Wealth Management
Illinois
– -$3.06K -30 Closed
PA
1105
Pineridge Advisors
Missouri
– -$3.06K -30 Closed
CAS
1106
Coppell Advisory Solutions
Texas
– -$2.86K -28 Closed
SAM
1107
Synergy Asset Management
Washington
– -$3.02K -27 Closed
PCWA
1108
Pacific Capital Wealth Advisors
California
– -$2.04K -20 Closed
BFPW
1109
BOK Financial Private Wealth
Colorado
– -$1.94K -19 Closed
EPW
1110
Endeavor Private Wealth
Kansas
– -$1.91K -19 Closed
MFS
1111
Mattson Financial Services
Michigan
– -$1.9K -17 Closed
CTA
1112
Colonial Trust Advisors
South Carolina
– -$1.53K -15 Closed
MCA
1113
Maryland Capital Advisors
Maryland
– -$1.43K -14 Closed
CWP
1114
Clark Wealth Partners
Illinois
– -$1.22K -12 Closed
CIM
1115
Contravisory Investment Management
Massachusetts
– -$1.12K -11 Closed
CMP
1116
Coston McIsaac & Partners
Maine
– -$1K -11 Closed
DRP
1117
Decker Retirement Planning
Utah
– -$1.12K -11 Closed
FWM
1118
FLP Wealth Management
Arkansas
– -$1.13K -11 Closed
TPW
1119
Talon Private Wealth
Florida
– -$917 -9 Closed
RFG
1120
REAP Financial Group
Texas
– -$716 -7 Closed
CWA
1121
Carolina Wealth Advisors
South Carolina
– -$611 -6 Closed
CAM
1122
Chesapeake Asset Management
New York
– -$509 -5 Closed
CIAM
1123
Caitong International Asset Management
Hong Kong
– -$306 -3 Closed
RWPA
1124
Richard W. Paul & Associates
Michigan
– -$204 -2 Closed
TAM
1125
Tucker Asset Management
Colorado
– -$204 -2 Closed
42 43 44
45
46

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.