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Veeva Systems

1,103 hedge funds and large institutions have $31.2B invested in Veeva Systems in 2025 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 362 increasing their positions, 429 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $284M | Put options by funds: $188M

10% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 151

0.85% less ownership

Funds ownership: 85.77%84.91% (-0.85%)

1% less funds holding

Funds holding: 1,1171,103 (-14)

16% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 429

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

25% less capital invested

Capital invested by funds: $41.8B → $31.2B (-$10.7B)

Holders
1,103
Holders Change
-14
Holders Change %
-1.25%
% of All Funds
13.42%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.26%
New
166
Increased
362
Reduced
429
Closed
151
Calls
$284M
Puts
$188M
Net Calls
+$96.4M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1001
Hughes Financial Services
Virginia
$10K +$7.16K +27 +150%
KFAS
1002
Keating Financial Advisory Services
Kansas
$10K +$11.9K +45 New
WIM
1003
Westside Investment Management
California
$9.93K +$3.71K +14 +45%
TFA
1004
Transamerica Financial Advisors
Florida
$9.6K -$6.63K -25 -37%
BOJHT
1005
Bank of Jackson Hole Trust
Wyoming
$9.38K +$11.1K +42 New
CTA
1006
Colonial Trust Advisors
South Carolina
$8.93K
GSWM
1007
Golden State Wealth Management
California
$8.93K
MAM
1008
Meeder Asset Management
Ohio
$8.93K +$265 +1 +3%
GXJ
1009
Global X Japan
Japan
$8.26K +$2.65K +10 +37%
CA
1010
Crewe Advisors
Utah
$8.04K +$531 +2 +6%
HBW
1011
Hazlett, Burt & Watson
West Virginia
$8K
BIA
1012
Bell Investment Advisors
California
$7.81K
EB
1013
Eastern Bank
Massachusetts
$7.81K
AIM
1014
Anchor Investment Management
South Carolina
$7.81K +$9.29K +35 New
OC
1015
Optima Capital
Oregon
$7.37K +$8.76K +33 New
PWA
1016
Physician Wealth Advisors
Utah
$7.14K +$7.43K +28 +700%
ST
1017
Smithfield Trust
Pennsylvania
$7K -$106K -400 -92%
MAM
1018
Marquette Asset Management
Minnesota
$6.7K +$2.92K +11 +58%
JWM
1019
Jessup Wealth Management
Ohio
$6.7K +$7.96K +30 New
LWM
1020
Lodestone Wealth Management
Washington
$6.7K +$7.96K +30 New
S
1021
Sachetta
Massachusetts
$6.47K
TAM
1022
Tucker Asset Management
Colorado
$6.47K +$7.7K +29 New
AFG
1023
Albion Financial Group
Utah
$6.25K
TFM
1024
TFC Financial Management
Massachusetts
$6.25K
WB
1025
Webster Bank
Connecticut
$6.25K