VRSK icon

Verisk Analytics

945 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 336 increasing their positions, 361 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $28.7B → $24.6B (-$4.08B)

27% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 177

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
945
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$270M
Puts
$125M
Net Calls
Net Calls Change

Top Buyers

1 +$582M
2 +$347M
3 +$288M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$286M
5
BAMCO Inc
BAMCO Inc
New York
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
601
TD Private Client Wealth
New York
$405K
AI
602
AdvisorShares Investments
Maryland
$401K
AG
603
Ascent Group
Virginia
$396K
ECM
604
Evergreen Capital Management
Washington
$395K
PWG
605
Portside Wealth Group
Utah
$392K
IC
606
Inscription Capital
Texas
$389K
WFS
607
Walker Financial Services
Kentucky
$385K
SFI
608
Siemens Fonds Invest
Germany
$373K
KCP
609
Kera Capital Partners
California
$373K
WIA
610
World Investment Advisors
California
$370K
ASN
611
Advisory Services Network
Georgia
$367K
TVPW
612
Third View Private Wealth
Connecticut
$362K
HKIMG
613
Hutchens & Kramer Investment Management Group
Indiana
$362K
CC
614
Chicago Capital
Illinois
$360K
JSSH
615
J. Safra Sarasin Holding
$357K
VFA
616
Voya Financial Advisors
Connecticut
$351K
CPIG
617
Chicago Partners Investment Group
Illinois
$348K
IAA
618
Independent Advisor Alliance
North Carolina
$346K
MWM
619
Maridea Wealth Management
New York
$343K
KCM
620
Kathmere Capital Management
Pennsylvania
$343K
CCA
621
Checchi Capital Advisers
California
$337K
SC
622
Stolper & Co
Oklahoma
$335K
CFB
623
Cullen/Frost Bankers
Texas
$334K
NAM
624
NorthCrest Asset Manangement
Minnesota
$331K
FCP
625
Fidelis Capital Partners
Florida
$324K