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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 %
BEI
626
Benjamin Edwards Inc
Missouri
$495K +$13.7K +46 +3%
CIP
627
Convergence Investment Partners
Florida
$494K +$494K +1,660 New
FAIM
628
Financial Advocates Investment Management
Washington
$493K -$595 -2 -0.1%
FCP
629
Fidelis Capital Partners
Florida
$491K +$57.8K +202 +13%
FFA
630
Farther Finance Advisors
California
$491K +$97.1K +325 +25%
IWM
631
IHT Wealth Management
Illinois
$490K -$16.8K -56 -3%
SPA
632
Shore Point Advisors
New Jersey
$490K – – –
NCFG
633
New Century Financial Group
New Jersey
$489K -$106K -357 -18%
PFBT
634
Parkside Financial Bank & Trust
Missouri
$485K +$12.8K +43 +3%
CA
635
Clearstead Advisors
Ohio
$480K +$595 +2 +0.1%
CIC
636
Chilton Investment Company
Connecticut
$478K – – –
AF
637
Allworth Financial
California
$475K +$8.65K +30 +2%
OIS
638
OneAscent Investment Solutions
Alabama
$473K +$473K +1,590 New
BBA
639
Baader Bank Aktiengesellschaft
Germany
$471K -$2.98K -10 -0.6%
BMCM
640
Burns Matteson Capital Management
New York
$468K +$468K +1,573 New
SFS
641
Sowell Financial Services
Arkansas
$466K +$466K +1,564 New
LAS
642
LWM Advisory Services
Florida
$459K – – –
AFA
643
Arlington Financial Advisors
California
$458K +$29.8K +100 +7%
OWA
644
Outlook Wealth Advisors
Texas
$455K +$2.08K +7 +0.5%
BBHC
645
Brown Brothers Harriman & Co
New York
$454K -$263K -882 -37%
DWM
646
Diversify Wealth Management
Utah
$452K +$452K +1,545 New
VCM
647
Voleon Capital Management
California
$445K -$418K -1,404 -48%
EAM
648
Erste Asset Management
Austria
$442K – – –
PCP
649
Proficio Capital Partners
Massachusetts
$439K +$12.8K +43 +3%
FC
650
FORA Capital
Florida
$433K +$200K +672 +86%
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