We are live on ! Find out more
VTRS icon

Viatris

1,037 hedge funds and large institutions have $12.4B invested in Viatris in 2024 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 312 increasing their positions, 379 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

12% more capital invested

Capital invested by funds: $11.1B → $12.4B (+$1.34B)

4% more funds holding

Funds holding: 1,0001,037 (+37)

3.65% more ownership

Funds ownership: 79.96%83.61% (+3.6%)

0% more call options, than puts

Call options by funds: $35M | Put options by funds: $34.9M

18% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 379

Holders
1,037
Holders Change
+37
Holders Change %
+3.7%
% of All Funds
13.66%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
150
Increased
312
Reduced
379
Closed
98
Calls
$35M
Puts
$34.9M
Net Calls
+$106K
Net Calls Change
-$5.21M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1001
WestEnd Advisors
North Carolina
$199 +$37 +3 +23%
Q1WB
1002
Quest 10 Wealth Builders
Virginia
$199 +$197 +16 New
GPFA
1003
Game Plan Financial Advisors
Ohio
$187
LWA
1004
Lowe Wealth Advisors
Maryland
$187
VWA
1005
VSM Wealth Advisory
Maryland
$187 +$184 +15 New
SA
1006
SRH Advisors
Kansas
$174
BA
1007
Bellwether Advisors
Nebraska
$174 +$172 +14 New
TCM
1008
TD Capital Management
Tennessee
$162 -$320 -26 -67%
PCFFS
1009
Pacific Center for Financial Services
California
$150
LI
1010
Louisbourg Investments
New Brunswick, Canada
$149
MWA
1011
Miller Wealth Advisors
Colorado
$149
MBFW
1012
Morton Brown Family Wealth
Pennsylvania
$149
PCWA
1013
Pacific Capital Wealth Advisors
California
$149
SC
1014
Steph & Co
Wisconsin
$149
NBT
1015
Northwest Bank & Trust
Iowa
$143 -$147 -12 -52%
FRA
1016
Front Row Advisors
California
$134
SMAM
1017
Sugar Maple Asset Management
Wisconsin
$125 +$123 +10 New
RJA
1018
Ross\Johnson & Associates
Minnesota
$112 +$111 +9 New
RWS
1019
Retirement Wealth Solutions
Wisconsin
$110 +$111 +9 New
SRCM
1020
Signature Resources Capital Management
California
$87
VWM
1021
Valley Wealth Managers
New Jersey
$87
SAM
1022
Synergy Asset Management
Washington
$81 +$86 +7 New
YAL
1023
Your Advocates Ltd
Texas
$75
PPWM
1024
PFG Private Wealth Management
Florida
$62
TAM
1025
Tucker Asset Management
Colorado
$50 -$541 -44 -92%

VTRS Hedge Fund Activity: Q4 2024 in Review

1,037 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q4 2024, worth a combined $12.4B — up 12% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new VTRS positions and 98 closed out — a net gain of 52 holders — while 312 added to existing stakes and 379 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $431M. The largest seller was Jane Street, cutting an estimated $55.7M.

  • 1,037 institutional investors held Viatris (VTRS) as of Q4 2024, up from 1,000 in Q3 2024.
  • Funds reported $12.4B of Viatris stock for Q4 2024, up 12% quarter-over-quarter.
  • 150 funds opened new Viatris positions in Q4 2024 and 98 closed out, a net change of +52 holders.
  • The largest Viatris buyer in Q4 2024 was Pacer Advisors, an estimated $431M added.
  • The largest Viatris seller in Q4 2024 was Jane Street, an estimated $55.7M sold.

Based on aggregated 13F filings for Q4 2024.