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Verisk Analytics

1,044 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, 382 increasing their positions, 366 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.86% more ownership

Funds ownership: 90.15%91% (+0.86%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

46% less call options, than puts

Call options by funds: $23M | Put options by funds: $42.6M

Holders
1,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23M
Puts
$42.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
701
Net Worth Advisory Group
Utah
$362K
NAS
702
Nicolet Advisory Services
Wisconsin
$362K
RFP
703
Root Financial Partners
California
$359K
ERSOT
704
Employees Retirement System of Texas
Texas
$358K
DS
705
DRW Securities
Illinois
$358K
DC
706
Davenport & Co
Virginia
$357K
WA
707
Wealth Alliance
New York
$355K
GWA
708
Gratus Wealth Advisors
Virginia
$348K
CAMG
709
CWA Asset Management Group
Florida
$348K
AA
710
Apriem Advisors
California
$346K
HBT
711
Hills Bank & Trust
Iowa
$345K
EL
712
EWA LLC
Pennsylvania
$344K
BTWM
713
Baker Tilly Wealth Management
Wisconsin
$343K
RCA
714
Resonant Capital Advisors
Wisconsin
$341K
AWA
715
Aaron Wealth Advisors
Illinois
$338K
BIG
716
Brooklyn Investment Group
New York
$334K
GRP
717
Global Retirement Partners
California
$332K
ET
718
Equitable Trust
Tennessee
$329K
AFG
719
Atomi Financial Group
New York
$327K
HCP
720
Holt Capital Partners
Texas
$327K
MFGM
721
Marshall Financial Group (Maryland)
Maryland
$325K
BGA
722
Battery Global Advisors
Massachusetts
$322K
GL
723
Graypoint LLC
New York
$321K
SLG
724
Stanley-Laman Group
Pennsylvania
$321K
TCWA
725
Turtle Creek Wealth Advisors
Texas
$320K