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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 %
CAAS
676
Capital Asset Advisory Services
Michigan
$357K – – –
CWM
677
Congress Wealth Management
Massachusetts
$354K +$29.7K +100 +9%
FT
678
Fiduciary Trust
Massachusetts
$353K +$24.7K +83 +8%
OC
679
Oarsman Capital
Wisconsin
$351K – – –
FRA
680
Frank Rimerman Advisors
California
$350K +$11.3K +38 +3%
PGFC
681
Peapack-Gladstone Financial Corp
New Jersey
$347K – – –
WA
682
Wealth Alliance
New York
$337K +$4.76K +16 +1%
GM
683
GeoWealth Management
Illinois
$335K -$28.3K -95 -8%
GWA
684
Gratus Wealth Advisors
Virginia
$332K -$5.36K -18 -2%
AA
685
Apriem Advisors
California
$331K – – –
MPM
686
MBB Public Markets
Illinois
$329K +$329K +1,105 New
BTWM
687
Baker Tilly Wealth Management
Wisconsin
$324K +$3.87K +13 +1%
ECM
688
Evergreen Capital Management
Washington
$323K +$35.7K +120 +12%
WBC
689
Westpac Banking Corp
Australia
$323K -$102K -343 -24%
AIM
690
Artemis Investment Management
United Kingdom
$323K – – –
AP
691
Adero Partners
California
$321K +$15.2K +51 +5%
BWP
692
BSW Wealth Partners
Colorado
$321K +$298 +1 +0.1%
SC
693
Syon Capital
California
$318K +$83K +279 +35%
EL
694
EWA LLC
Pennsylvania
$317K +$7.44K +25 +2%
ET
695
Equitable Trust
Tennessee
$314K – – –
HCP
696
Holt Capital Partners
Texas
$313K – – –
NWAG
697
Net Worth Advisory Group
Utah
$312K -$31.6K -106 -9%
UF
698
Univest Financial
Pennsylvania
$310K -$233K -782 -43%
SPIA
699
Steward Partners Investment Advisory
New York
$309K -$12.8K -43 -4%
BGA
700
Battery Global Advisors
Massachusetts
$308K – – –
26 27
28
29 30