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Verisk Analytics

1,044 hedge funds and large institutions have $39.6B invested in Verisk Analytics in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 382 increasing their positions, 366 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.86% more ownership

Funds ownership: 90.15%91% (+0.86%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

46% less call options, than puts

Call options by funds: $23M | Put options by funds: $42.6M

Holders
1,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23M
Puts
$42.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
476
Carson Wealth (CWM LLC)
Nebraska
$1.45M
AWP
477
Accretive Wealth Partners
New Jersey
$1.42M
MYLI
478
Meiji Yasuda Life Insurance
Japan
$1.4M
SDIC
479
South Dakota Investment Council
South Dakota
$1.4M
NMIMC
480
Northwestern Mutual Investment Management Company
Wisconsin
$1.39M
EWA
481
Exencial Wealth Advisors
Oklahoma
$1.39M
WIA
482
World Investment Advisors
California
$1.38M
DLA
483
Douglas Lane & Associates
New York
$1.37M
WT
484
Whittier Trust
California
$1.37M
SMF
485
Scott Marsh Financial
Utah
$1.36M
QI
486
Qtron Investments
Massachusetts
$1.36M
HR
487
Hardy Reed
Mississippi
$1.36M
CTA
488
Chesley Taft & Associates
Illinois
$1.36M
AO
489
Advisor OS
Illinois
$1.33M
GAM
490
Groupama Asset Management
France
$1.32M
BFS
491
Bradley Foster & Sargent
Connecticut
$1.31M
VF
492
Virtu Financial
New York
$1.31M
SC
493
Stance Capital
Massachusetts
$1.3M
CFO
494
Callan Family Office
Pennsylvania
$1.3M
CWA
495
Carolina Wealth Advisors
South Carolina
$1.29M
KHCM
496
Kirtland Hills Capital Management
Ohio
$1.26M
RAG
497
RIA Advisory Group
Iowa
$1.24M
SCM
498
Sterling Capital Management
North Carolina
$1.23M
NFSG
499
Newbridge Financial Services Group
Florida
$1.21M
Simplex Trading
500
Simplex Trading
Illinois
$1.2M