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Verisk Analytics

945 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 336 increasing their positions, 361 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $28.7B → $24.6B (-$4.08B)

27% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 177

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
945
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$270M
Puts
$125M
Net Calls
Net Calls Change

Top Buyers

1 +$582M
2 +$347M
3 +$288M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$286M
5
BAMCO Inc
BAMCO Inc
New York
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
726
Private Trust Company
Ohio
$85K
LI
727
LRI Investments
Florida
$84.1K
AA
728
Ancora Advisors
Ohio
$83.2K
MPWT
729
MassMutual Private Wealth & Trust
Connecticut
$82.7K
IA
730
IFP Advisors
Florida
$82.4K
CH
731
Cromwell Holdings
Wyoming
$78.7K
CFO
732
CVA Family Office
Colorado
$78.7K
CSP
733
Cary Street Partners
Virginia
$78.2K
CA
734
Cache Advisors
California
$76.8K
WSFS
735
Wilmington Savings Fund Society
Delaware
$75.9K
NB
736
NBT Bank
New York
$73.1K
KFI
737
Key Financial Inc
Pennsylvania
$71.3K
BCM
738
Blume Capital Management
California
$71.2K
OL
739
OneFund LLC
Florida
$70.6K
MA
740
Montag & Associates
Georgia
$68.3K
OCWP
741
Owl Creek Wealth Partners
Colorado
$67.7K
RF
742
Rossby Financial
Florida
$66.4K
KFA
743
Kelleher Financial Advisors
New York
$63.2K
MCM
744
Manchester Capital Management
Vermont
$63.2K
TFM
745
TFC Financial Management
Massachusetts
$59.2K
NEWAS
746
N.E.W. Advisory Services
Wisconsin
$56.9K
WFG
747
Wormser Freres Gestion
France
$54.2K
JSAM
748
J. Safra Asset Management
New York
$54.1K
WSFG
749
Wall Street Financial Group
Illinois
$54.1K
GAA
750
Global Assets Advisory
Florida
$52K