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Verisk Analytics

1,018 hedge funds and large institutions have $28.7B invested in Verisk Analytics in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 395 increasing their positions, 350 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 100

34% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $11M

13% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 350

2% more funds holding

Funds holding: 9971,018 (+21)

1.51% more ownership

Funds ownership: 90.57%92.08% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less capital invested

Capital invested by funds: $31.8B → $28.7B (-$3.1B)

Holders
1,018
Holders Change
+21
Holders Change %
+2.11%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
141
Increased
395
Reduced
350
Closed
100
Calls
$14.8M
Puts
$11M
Net Calls
+$3.77M
Net Calls Change
-$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
626
Walker Financial Services
Kentucky
$453K +$677 +3 +0.1%
WFP
627
Worthington Financial Partners
Ohio
$451K +$455K +2,017 New
AWM
628
Apollon Wealth Management
South Carolina
$450K -$85.8K -380 -16%
SC
629
Syon Capital
California
$448K +$128K +568 +40%
JSSH
630
J. Safra Sarasin Holding
$448K -$280K -1,242 -38%
SC
631
Shay Capital
New York
$447K +$451K +2,000 New
NG
632
Norden Group
Utah
$443K +$96.6K +428 +28%
ESBC
633
E.S. Barr & Co
Kentucky
$441K +$13.5K +60 +3%
SFI
634
Siemens Fonds Invest
Germany
$441K -$244K -1,082 -35%
DC
635
Davenport & Co
Virginia
$439K +$443K +1,962 New
ASN
636
Advisory Services Network
Georgia
$428K -$730K -3,235 -63%
KCM
637
Kathmere Capital Management
Pennsylvania
$424K +$6.32K +28 +1%
CC
638
Chicago Capital
Illinois
$424K
CPIG
639
Chicago Partners Investment Group
Illinois
$423K +$21.2K +94 +5%
RWM
640
Ritholtz Wealth Management
New York
$420K -$204K -906 -33%
TCWA
641
Turtle Creek Wealth Advisors
Texas
$419K +$91.6K +406 +28%
CG
642
Cynosure Group
Utah
$417K +$421K +1,864 New
WPC
643
Wedmont Private Capital
Pennsylvania
$417K -$9.93K -44 -2%
SWP
644
Sagespring Wealth Partners
Tennessee
$411K -$41.5K -184 -9%
BEC
645
Blue Edge Capital
Virginia
$407K +$411K +1,821 New
MYAM
646
Meiji Yasuda Asset Management
Japan
$406K +$76.5K +339 +23%
PA
647
Parallel Advisors
California
$402K -$95.9K -425 -19%
EP
648
Essential Partners
California
$402K +$288K +1,274 +244%
PCP
649
Perbak Capital Partners
United Kingdom
$386K +$57.3K +254 +17%
PVM
650
Palogic Value Management
Texas
$385K