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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

115% more call options, than puts

Call options by funds: $270M | Put options by funds: $125M

1% more ownership

Funds ownership: 92.08%93.08% (+1%)

7% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 364

7% less funds holding

Funds holding: 1,018950 (-68)

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
-68
Holders Change %
-6.68%
% of All Funds
11.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
128
Increased
338
Reduced
364
Closed
176
Calls
$270M
Puts
$125M
Net Calls
+$144M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
651
Smithfield Trust
Pennsylvania
$268K +$139K +684 +94%
JSW
652
Journey Strategic Wealth
New Jersey
$263K -$49.3K -243 -15%
FT
653
Fiduciary Trust
Massachusetts
$263K +$22.9K +113 +9%
MG
654
Mather Group
Illinois
$261K +$279K +1,376 New
CA
655
Commerzbank Aktiengesellschaft
Germany
$257K -$13.4K -66 -5%
WBC
656
Westpac Banking Corp
Australia
$254K
RAM
657
Ramirez Asset Management
New York
$253K
CSPIA
658
Cary Street Partners Investment Advisory
Virginia
$253K +$50.1K +247 +23%
I
659
InceptionR
California
$252K +$270K +1,328 New
BSI
660
Bennett Selby Investments
Maine
$251K
MYIA
661
Mount Yale Investment Advisors
Colorado
$250K +$267K +1,317 New
WPWM
662
Western Pacific Wealth Management
Illinois
$250K +$22.9K +113 +9%
FMI
663
Frec Markets Inc
California
$249K +$31.7K +156 +14%
CI
664
Cigna Investments
Connecticut
$248K -$12.4K -61 -4%
WTC
665
WhitTier Trust Company
Nevada
$246K -$47.7K -235 -15%
LA
666
Legacy Advisors
Pennsylvania
$244K -$2.03K -10 -0.8%
TPI
667
Trust Point Inc
Wisconsin
$244K -$37.3K -184 -13%
FRA
668
Frank Rimerman Advisors
California
$241K +$33.1K +163 +15%
MYAM
669
Meiji Yasuda Asset Management
Japan
$241K -$111K -546 -30%
PGFC
670
Peapack-Gladstone Financial Corp
New Jersey
$240K +$1.22K +6 +0.5%
SWM
671
Stronghold Wealth Management
Florida
$239K +$67.2K +331 +36%
AWA
672
Aaron Wealth Advisors
Illinois
$237K +$254K +1,249 New
EWA
673
EverSource Wealth Advisors
Alabama
$235K +$16K +79 +7%
BGA
674
Battery Global Advisors
Massachusetts
$234K
SFS
675
Sowell Financial Services
Arkansas
$232K -$16.2K -80 -6%