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Verisk Analytics
VRSK

Overview Fund Activity

1,012 hedge funds and large institutions have $37.6B invested in Verisk Analytics in 2025 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 373 increasing their positions, 343 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+31
Holders Change %
+3.16%
% of All Funds
13.75%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
128
Increased
373
Reduced
343
Closed
80
Calls
$22.1M
Puts
$17.6M
Net Calls
+$4.5M
Net Calls Change
-$5.59M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$365M
2
Invesco
Invesco
Georgia
+$177M
3
UBS AM
UBS AM
Illinois
+$129M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$117M
5
Goldman Sachs
Goldman Sachs
New York
+$112M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$241M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$111M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$79.1M
4
Amundi
Amundi
France
-$76.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
551
Advisory Services Network
Georgia
$750K -$14.6K -49 -2%
TRCT
552
Tower Research Capital (TRC)
New York
$749K -$2.41M -8,084 -76%
SYBT
553
Stock Yards Bank & Trust
Kentucky
$745K – – –
DWM
554
Dynasty Wealth Management
Florida
$744K -$91.7K -308 -11%
MSA
555
MUFG Securities Americas
New York
$744K +$124K +415 +20%
TS
556
Triglav Skladi
Slovenia
$744K +$263K +885 +55%
WPC
557
Wedmont Private Capital
Pennsylvania
$744K +$128K +440 +21%
HAG
558
HighPoint Advisor Group
Illinois
$733K +$18.1K +62 +3%
SWP
559
Sagespring Wealth Partners
Tennessee
$724K +$114K +384 +19%
MSFS
560
Main Street Financial Solutions
Pennsylvania
$715K +$148K +497 +26%
EI
561
Ellevest Inc
New York
$707K -$298 -1 -0%
PA
562
Parallel Advisors
California
$706K +$7.44K +25 +1%
AP
563
Advisors Preferred
Maryland
$700K +$234K +784 +50%
CCM
564
Coldstream Capital Management
Washington
$695K -$11.3K -38 -2%
1832 Asset Management
565
1832 Asset Management
Ontario, Canada
$694K -$18.8K -63 -3%
BWM
566
Baron Wealth Management
Michigan
$693K +$2.08K +7 +0.3%
CI Investments Inc
567
CI Investments Inc
Ontario, Canada
$692K +$112K +377 +19%
DG
568
DMC Group
Alabama
$690K -$105K -352 -13%
SWM
569
Spire Wealth Management
Virginia
$685K +$285K +957 +71%
CFG
570
Citizens Financial Group
Rhode Island
$682K -$77.4K -260 -10%
Kovitz Investment Group Partners
571
Kovitz Investment Group Partners
Illinois
$673K -$1.5M -5,048 -69%
EWM
572
Evercore Wealth Management
New York
$673K -$3.27K -11 -0.5%
SBFM
573
S-Bank Fund Management
Finland
$667K +$667K +2,241 New
VP
574
Verum Partners
North Carolina
$666K +$3.27K +11 +0.5%
WG
575
Watchman Group
Texas
$661K -$26.8K -90 -4%
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