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Verisk Analytics

950 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 338 increasing their positions, 364 reducing their positions, and 176 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: 128 | Existing positions closed: 176

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
950
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
WG
601
Watchman Group
Texas
$409K
AF
602
Allworth Financial
California
$406K
TPCW
603
TD Private Client Wealth
New York
$405K
AI
604
AdvisorShares Investments
Maryland
$401K
AG
605
Ascent Group
Virginia
$396K
ECM
606
Evergreen Capital Management
Washington
$395K
PWG
607
Portside Wealth Group
Utah
$392K
IC
608
Inscription Capital
Texas
$389K
WFS
609
Walker Financial Services
Kentucky
$385K
SFI
610
Siemens Fonds Invest
Germany
$373K
KCP
611
Kera Capital Partners
California
$373K
WIA
612
World Investment Advisors
California
$370K
ASN
613
Advisory Services Network
Georgia
$367K
TVPW
614
Third View Private Wealth
Connecticut
$362K
HKIMG
615
Hutchens & Kramer Investment Management Group
Indiana
$362K
CC
616
Chicago Capital
Illinois
$360K
JSSH
617
J. Safra Sarasin Holding
$357K
VFA
618
Voya Financial Advisors
Connecticut
$351K
CPIG
619
Chicago Partners Investment Group
Illinois
$348K
IAA
620
Independent Advisor Alliance
North Carolina
$346K
BEC
621
Blue Edge Capital
Virginia
$343K
MWM
622
Maridea Wealth Management
New York
$343K
KCM
623
Kathmere Capital Management
Pennsylvania
$343K
CCA
624
Checchi Capital Advisers
California
$337K
SC
625
Stolper & Co
Oklahoma
$335K