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Verisk Analytics
VRSK

Overview Fund Activity

1,043 hedge funds and large institutions have $39.6B invested in Verisk Analytics in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 383 increasing their positions, 364 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+31
Holders Change %
+3.06%
% of All Funds
13.98%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
128
Increased
383
Reduced
364
Closed
79
Calls
$23M
Puts
$42.6M
Net Calls
-$19.6M
Net Calls Change
-$24.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$264M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$79.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$75.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$70.9M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$65.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$153M
2
NL
Nuveen LLC
North Carolina
-$151M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$92.9M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$79.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$76.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWAG
701
Net Worth Advisory Group
Utah
$362K +$35.5K +114 +11%
NAS
702
Nicolet Advisory Services
Wisconsin
$362K +$7.34K +27 +2%
RFP
703
Root Financial Partners
California
$359K +$359K +1,152 New
ERSOT
704
Employees Retirement System of Texas
Texas
$358K +$358K +1,150 New
DS
705
DRW Securities
Illinois
$358K +$358K +1,148 New
DC
706
Davenport & Co
Virginia
$357K -$1.63M -5,243 -82%
WA
707
Wealth Alliance
New York
$355K +$2.18K +7 +0.6%
GWA
708
Gratus Wealth Advisors
Virginia
$348K – – –
CAMG
709
CWA Asset Management Group
Florida
$348K +$135K +432 +63%
AA
710
Apriem Advisors
California
$346K – – –
HBT
711
Hills Bank & Trust
Iowa
$345K -$31.5K -101 -8%
EL
712
EWA LLC
Pennsylvania
$344K +$11.8K +38 +4%
BTWM
713
Baker Tilly Wealth Management
Wisconsin
$343K +$4.36K +14 +1%
RCA
714
Resonant Capital Advisors
Wisconsin
$341K +$42.4K +136 +14%
AWA
715
Aaron Wealth Advisors
Illinois
$338K +$44.9K +144 +15%
BIG
716
Brooklyn Investment Group
New York
$334K +$67.9K +218 +26%
GRP
717
Global Retirement Partners
California
$332K +$332K +1,067 New
ET
718
Equitable Trust
Tennessee
$329K – – –
AFG
719
Atomi Financial Group
New York
$327K -$276K -886 -46%
HCP
720
Holt Capital Partners
Texas
$327K – – –
MFGM
721
Marshall Financial Group (Maryland)
Maryland
$325K -$1.24M -4,023 -79%
BGA
722
Battery Global Advisors
Massachusetts
$322K – – –
GL
723
Graypoint LLC
New York
$321K +$24.3K +78 +8%
SLG
724
Stanley-Laman Group
Pennsylvania
$321K +$43.9K +141 +16%
TCWA
725
Turtle Creek Wealth Advisors
Texas
$320K +$320K +1,028 New
27 28
29
30 31