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Veeva Systems

1,003 hedge funds and large institutions have $27.6B invested in Veeva Systems in 2024 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 361 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 81

24% more call options, than puts

Call options by funds: $358M | Put options by funds: $289M

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

5% more funds holding

Funds holding: 9591,003 (+44)

1.51% more ownership

Funds ownership: 79.19%80.7% (+1.5%)

7% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 337

2% more capital invested

Capital invested by funds: $26.9B → $27.6B (+$667M)

Holders
1,003
Holders Change
+44
Holders Change %
+4.59%
% of All Funds
13.21%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.22%
New
140
Increased
361
Reduced
337
Closed
81
Calls
$358M
Puts
$289M
Net Calls
+$69.2M
Net Calls Change
+$93.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
901
Atala Financial
California
$21.7K +$22.7K +103 New
BWL
902
Bogart Wealth LLC
Virginia
$21.2K +$2.42K +11 +12%
BC
903
Broadwater Capital
Massachusetts
$21K
FA
904
Financial Avengers
California
$21K
CAS
905
Coppell Advisory Solutions
Texas
$19.2K -$1.1K -5 -5%
CFO
906
CVA Family Office
Colorado
$17K +$10.1K +46 +131%
SFGP
907
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$16.8K +$17.6K +80 New
FFC
908
First Financial Corp
Indiana
$16.6K
VCM
909
Versant Capital Management
Arizona
$16.6K +$7.7K +35 +80%
RTC
910
Riverview Trust Company
Washington
$16.2K
FA
911
Fedenia Advisers
Wisconsin
$16K +$16.7K +76 New
IIL
912
Insight Inv LLC
California
$15.6K +$16.3K +74 New
CWP
913
Concord Wealth Partners
Virginia
$15.1K
TFA
914
Toth Financial Advisory
Virginia
$14.7K
JWA
915
JFS Wealth Advisors
Pennsylvania
$13.7K +$880 +4 +7%
HIA
916
Harbor Investment Advisory
Maryland
$13.7K
MWA
917
Medallion Wealth Advisors
Connecticut
$13.2K +$12.5K +57 New
KFI
918
Key Financial Inc
Pennsylvania
$12.4K +$1.98K +9 +18%
TIM
919
Tortoise Investment Management
New York
$11.6K
MAM
920
Meeder Asset Management
Ohio
$11.6K +$660 +3 +6%
GSWM
921
Golden State Wealth Management
California
$10.7K +$11.2K +51 New
HFM
922
Hartford Financial Management
Connecticut
$10.5K
LB
923
Legacy Bridge
Iowa
$10.5K
SIC
924
Salem Investment Counselors
North Carolina
$10.5K
FGC
925
Financial Gravity Companies
Texas
$10.5K +$11K +50 New

VEEV Hedge Fund Activity: Q4 2024 in Review

1,003 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q4 2024, worth a combined $27.6B — up 2.5% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new VEEV positions and 81 closed out — a net gain of 59 holders — while 361 added to existing stakes and 337 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $173M. The largest seller was AllianceBernstein, cutting an estimated $272M.

  • 1,003 institutional investors held Veeva Systems (VEEV) as of Q4 2024, up from 959 in Q3 2024.
  • Funds reported $27.6B of Veeva Systems stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 140 funds opened new Veeva Systems positions in Q4 2024 and 81 closed out, a net change of +59 holders.
  • The largest Veeva Systems buyer in Q4 2024 was Principal Financial Group, an estimated $173M added.
  • The largest Veeva Systems seller in Q4 2024 was AllianceBernstein, an estimated $272M sold.

Based on aggregated 13F filings for Q4 2024.