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Veeva Systems

1,097 hedge funds and large institutions have $40.2B invested in Veeva Systems in 2025 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 399 increasing their positions, 368 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

9% more funds holding

Funds holding: 1,0111,097 (+86)

3.44% more ownership

Funds ownership: 81.97%85.4% (+3.4%)

8% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 368

Holders
1,097
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$522M
Puts
$293M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
976
Legacy Wealth Management (Idaho)
Idaho
$31.7K
LIS
977
Legacy Investment Solutions
Idaho
$31.7K
FCT
978
First Community Trust
Iowa
$29.7K
FA
979
Financial Avengers
California
$28.8K
GWS
980
Greykasell Wealth Strategies
California
$28.8K
TCOT
981
Trust Company of Toledo
Ohio
$28.8K
CIAM
982
Caitong International Asset Management
Hong Kong
$28.2K
WFG
983
Wormser Freres Gestion
France
$27.4K
BWL
984
Bogart Wealth LLC
Virginia
$27.4K
CFO
985
CVA Family Office
Colorado
$24.8K
MSWM
986
Mowery & Schoenfeld Wealth Management
Illinois
$23K
NEWAS
987
N.E.W. Advisory Services
Wisconsin
$23K
TFA
988
Toth Financial Advisory
Virginia
$22.2K
PWAM
989
Private Wealth Asset Management
Iowa
$21.9K
SC
990
SouthState Corp
Florida
$19.9K
CT
991
Clearstead Trust
Maine
$19.9K
CWP
992
Concord Wealth Partners
Virginia
$18.4K
TIM
993
Tortoise Investment Management
New York
$17.3K
HFS
994
Hantz Financial Services
Michigan
$17K
PWMG
995
Private Wealth Management Group
New Jersey
$17K
SIC
996
Salem Investment Counselors
North Carolina
$15.8K
LFA
997
LGT Financial Advisors
Texas
$15K
LB
998
Legacy Bridge
Iowa
$14.4K
HFM
999
Hartford Financial Management
Connecticut
$14.4K
FGC
1000
Financial Gravity Companies
Texas
$14.4K