We are live on ! Find out more
VIK icon

Viking Holdings

235 hedge funds and large institutions have $8.96B invested in Viking Holdings in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

810% more call options, than puts

Call options by funds: $77.2M | Put options by funds: $8.48M

174% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 31

30% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 53

30% more capital invested

Capital invested by funds: $6.9B → $8.96B (+$2.06B)

28% more funds holding

Funds holding: 184235 (+51)

2.02% more ownership

Funds ownership: 64.91%66.93% (+2%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
235
Holders Change
+51
Holders Change %
+27.72%
% of All Funds
3.1%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
85
Increased
69
Reduced
53
Closed
31
Calls
$77.2M
Puts
$8.48M
Net Calls
+$68.7M
Net Calls Change
+$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
201
Colonial Trust Advisors
South Carolina
$28.6K
BLC
202
Brown, Lisle/Cummings
Rhode Island
$22K
EWA
203
EverSource Wealth Advisors
Alabama
$21.1K +$17.5K +413 +635%
CI Investments Inc
204
CI Investments Inc
Ontario, Canada
$20K +$13.7K +323 +245%
OIA
205
Optimum Investment Advisors
Illinois
$18.8K
CA
206
Clearstead Advisors
Ohio
$16.5K
JWA
207
JFS Wealth Advisors
Pennsylvania
$14.3K +$13.8K +325 New
GWM
208
Geneos Wealth Management
Colorado
$13.2K +$12.7K +300 New
PSFG
209
Park Square Financial Group
Georgia
$13.2K +$12.7K +300 New
SIC
210
SJS Investment Consulting
Ohio
$11K +$10.6K +250 New
BCWM
211
Bartlett & Co Wealth Management
Ohio
$8.81K
KFI
212
Key Financial Inc
Pennsylvania
$8.81K
MAS
213
MPWM Advisory Solutions
Georgia
$8.81K +$8.49K +200 New
MFT
214
Moisand Fitzgerald Tamayo
Florida
$8.02K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$8K +$849 +20 +13%
NECFA
216
New England Capital Financial Advisors
Connecticut
$7.49K
BAM
217
Byrne Asset Management
New Jersey
$6.61K -$849 -20 -12%
HGERS
218
Householder Group Estate & Retirement Specialist
Arizona
$6K
FWA
219
FSC Wealth Advisors
New York
$4.85K
MA
220
MCF Advisors
Kentucky
$4.41K -$424 -10 -9%
APW
221
Acima Private Wealth
Virginia
$4.41K
YAL
222
Your Advocates Ltd
Texas
$4.41K
AWM
223
Accredited Wealth Management
Kentucky
$4.41K +$4.24K +100 New
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$4.3K +$3.4K +80 +400%
NB
225
NBT Bank
New York
$3.31K

VIK Hedge Fund Activity: Q4 2024 in Review

235 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Viking Holdings (VIK) for Q4 2024, worth a combined $8.96B — up 30% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VIK positions and 31 closed out — a net gain of 54 holders — while 69 added to existing stakes and 53 trimmed.

The largest buyer was Select Equity Group, adding an estimated $155M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $220M.

  • 235 institutional investors held Viking Holdings (VIK) as of Q4 2024, up from 184 in Q3 2024.
  • Funds reported $8.96B of Viking Holdings stock for Q4 2024, up 30% quarter-over-quarter.
  • 85 funds opened new Viking Holdings positions in Q4 2024 and 31 closed out, a net change of +54 holders.
  • The largest Viking Holdings buyer in Q4 2024 was Select Equity Group, an estimated $155M added.
  • The largest Viking Holdings seller in Q4 2024 was Canada Pension Plan Investment Board, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2024.