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Veeva Systems

1,025 hedge funds and large institutions have $31.3B invested in Veeva Systems in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 363 increasing their positions, 376 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $371M | Put options by funds: $160M

36% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 95

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

13% more capital invested

Capital invested by funds: $27.6B → $31.3B (+$3.7B)

2.37% more ownership

Funds ownership: 80.7%83.07% (+2.4%)

2% more funds holding

Funds holding: 1,0031,025 (+22)

3% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 376

Holders
1,025
Holders Change
+22
Holders Change %
+2.19%
% of All Funds
13.75%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
129
Increased
363
Reduced
376
Closed
95
Calls
$371M
Puts
$160M
Net Calls
+$211M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
976
Valley Wealth Managers
New Jersey
$4.63K
SWIM
977
Smallwood Wealth Investment Management
New Jersey
$4.63K +$4.57K +20 New
CW
978
Curio Wealth
Maryland
$4.42K +$229 +1 New
FPF
979
First Pacific Financial
Washington
$4.4K
S
980
Sachetta
Massachusetts
$4.17K
RTL
981
Red Tortoise LLC
Georgia
$3.94K
CWA
982
Carolina Wealth Advisors
South Carolina
$3.71K
FWM
983
FSA Wealth Management
Massachusetts
$3.71K
TLCM
984
Twin Lakes Capital Management
California
$3.71K
VWA
985
Valued Wealth Advisors
Utah
$3.24K
AWM
986
Activest Wealth Management
Florida
$3.01K +$2.97K +13 New
DPW
987
DiNuzzo Private Wealth
Pennsylvania
$2.78K
BAM
988
Bellevue Asset Management
Washington
$2.78K
HWP
989
Highline Wealth Partners
California
$2.55K +$1.6K +7 +175%
WCM
990
WealthTrak Capital Management
Virginia
$2.32K +$457 +2 +25%
HHGA
991
Halbert Hargrove Global Advisors
California
$2.32K +$2.29K +10 New
LIM
992
Longfellow Investment Management
Massachusetts
$2.32K
RF
993
Rossby Financial
Florida
$2.27K +$2.29K +10 New
MTIC
994
Missouri Trust & Investment Company
Missouri
$2.08K
NRG
995
Nemes Rush Group
Michigan
$2.08K
TFA
996
Transamerica Financial Advisors
Florida
$2K
HWA
997
HHM Wealth Advisors
Tennessee
$1.62K
DWM
998
Dogwood Wealth Management
Kansas
$1.62K +$1.6K +7 New
CH
999
Cromwell Holdings
Wyoming
$1.39K +$1.37K +6 New
FNWA
1000
Financial Network Wealth Advisors
Utah
$1.39K +$1.37K +6 New

VEEV Hedge Fund Activity: Q1 2025 in Review

1,025 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Veeva Systems (VEEV) for Q1 2025, worth a combined $31.3B — up 13% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new VEEV positions and 95 closed out — a net gain of 34 holders — while 363 added to existing stakes and 376 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $563M. The largest seller was Marshall Wace, cutting an estimated $144M.

  • 1,025 institutional investors held Veeva Systems (VEEV) as of Q1 2025, up from 1,003 in Q4 2024.
  • Funds reported $31.3B of Veeva Systems stock for Q1 2025, up 13% quarter-over-quarter.
  • 129 funds opened new Veeva Systems positions in Q1 2025 and 95 closed out, a net change of +34 holders.
  • The largest Veeva Systems buyer in Q1 2025 was Fidelity Investments, an estimated $563M added.
  • The largest Veeva Systems seller in Q1 2025 was Marshall Wace, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2025.