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Veeva Systems

1,082 hedge funds and large institutions have $31B invested in Veeva Systems in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 358 increasing their positions, 425 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 425

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

26% less capital invested

Capital invested by funds: $41.8B → $31B (-$10.8B)

Holders
1,082
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$284M
Puts
$188M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1201
Capital Analysts LLC
Pennsylvania
WANY
1202
Wealthspire Advisors (New York)
New York
MG
1203
Mather Group
Illinois
PAM
1204
Palisade Asset Management
Minnesota
CCM
1205
Cloud Capital Management
Washington
JWM
1206
JPL Wealth Management
Colorado
BCM
1207
Berbice Capital Management
New York
IUHSA
1208
Itau Unibanco Holding S.A.
Brazil
RA
1209
Rise Advisors
New York
TCA
1210
Trifecta Capital Advisors
Illinois
FCT
1211
First Community Trust
Iowa
GWSG
1212
GPS Wealth Strategies Group
Colorado
MNA
1213
Manning & Napier Advisors
New York
TIM
1214
Tortoise Investment Management
New York
SIC
1215
Salem Investment Counselors
North Carolina
LFASL
1216
Lugano Financial Advisors SA (LFA)
Switzerland
OCM
1217
Osterweis Capital Management
California
CCM
1218
Chilton Capital Management
Texas
MSWA
1219
Marshall & Sterling Wealth Advisors
New York
WBC
1220
West Branch Capital
Massachusetts
HHGA
1221
Halbert Hargrove Global Advisors
California
AAS
1222
Ameritas Advisory Services
Nebraska
Q1WB
1223
Quest 10 Wealth Builders
Virginia
HWA
1224
Heartwood Wealth Advisors
Virginia
NMG
1225
New Millennium Group
Utah