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Veeva Systems

1,011 hedge funds and large institutions have $30.9B invested in Veeva Systems in 2025 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 359 increasing their positions, 369 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+22
Holders Change %
+2.22%
% of All Funds
13.73%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
128
Increased
359
Reduced
369
Closed
91
Calls
$371M
Puts
$160M
Net Calls
+$211M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
951
Provenance Wealth Advisors
Florida
$5.79K
CA
952
Crewe Advisors
Utah
$5.79K
MSWA
953
Marshall & Sterling Wealth Advisors
New York
$5.79K +$5.79K +25 New
WBC
954
West Branch Capital
Massachusetts
$5.56K
AA
955
Addison Advisors
Vermont
$5.33K
IWM
956
Inlight Wealth Management
Georgia
$5.33K +$5.33K +23 New
NB
957
NBT Bank
New York
$5.1K
MA
958
MCF Advisors
Kentucky
$4.87K
BCMLT
959
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.86K
CFD
960
Creative Financial Designs
Indiana
$4.86K +$695 +3 +17%
VWM
961
Valley Wealth Managers
New Jersey
$4.63K
SIS
962
Sound Income Strategies
Florida
$4.63K
SWIM
963
Smallwood Wealth Investment Management
New Jersey
$4.63K +$4.63K +20 New
CW
964
Curio Wealth
Maryland
$4.42K +$4.42K +1 New
FPF
965
First Pacific Financial
Washington
$4.4K
S
966
Sachetta
Massachusetts
$4.17K
RTL
967
Red Tortoise LLC
Georgia
$3.94K
CWA
968
Carolina Wealth Advisors
South Carolina
$3.71K
FWM
969
FSA Wealth Management
Massachusetts
$3.71K
TLCM
970
Twin Lakes Capital Management
California
$3.71K
VWA
971
Valued Wealth Advisors
Utah
$3.24K
AWM
972
Activest Wealth Management
Florida
$3.01K +$3.01K +13 New
DPW
973
DiNuzzo Private Wealth
Pennsylvania
$2.78K
BAM
974
Bellevue Asset Management
Washington
$2.78K
HWP
975
Highline Wealth Partners
California
$2.55K +$1.62K +7 +175%