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Verisk Analytics

981 hedge funds and large institutions have $36.5B invested in Verisk Analytics in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 366 increasing their positions, 354 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+37
Holders Change %
+3.92%
% of All Funds
13.06%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
123
Increased
366
Reduced
354
Closed
67
Calls
$23.9M
Puts
$13.8M
Net Calls
+$10.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
751
ASB Consultores
Florida
$220K +$2.48K +9 +1%
GS
752
GTS Securities
New York
$220K +$220K +799 New
VFA
753
Valeo Financial Advisors
Indiana
$220K +$826 +3 +0.4%
WAG
754
Winthrop Advisory Group
Massachusetts
$219K
GPW
755
Genesis Private Wealth
Virginia
$219K +$219K +794 New
TWM
756
Trueblood Wealth Management
Ohio
$218K +$218K +792 New
LAM
757
Longboard Asset Management
Arizona
$218K +$218K +790 New
SC
758
Syon Capital
California
$217K +$217K +789 New
QWP
759
Quotient Wealth Partners
Texas
$216K -$57.8K -210 -21%
FC
760
FORA Capital
Florida
$216K -$2.99M -10,852 -93%
BRWA
761
B. Riley Wealth Advisors
Florida
$214K -$5.23K -19 -2%
AWA
762
Aaron Wealth Advisors
Illinois
$212K +$212K +771 New
BCM
763
Blume Capital Management
California
$212K
HKIMG
764
Hutchens & Kramer Investment Management Group
Indiana
$211K -$171K -622 -45%
KFC
765
Klingenstein Fields & Co
New York
$210K
OWM
766
OneAscent Wealth Management
Alabama
$210K -$68.7K -249 -25%
NC
767
Napatree Capital
Rhode Island
$209K +$209K +759 New
PCP
768
Panoramic Capital Partners
Oregon
$209K +$209K +759 New
S
769
SimplyRich
California
$209K
CAG
770
Crestwood Advisors Group
Massachusetts
$209K +$209K +759 New
OF
771
Optimize Financial
California
$208K +$208K +756 New
WA
772
Waverly Advisors
Alabama
$208K +$208K +756 New
GRP
773
Global Retirement Partners
California
$205K -$38.8K -141 -16%
IFA
774
Index Fund Advisors
California
$205K +$205K +744 New
FFP
775
FourThought Financial Partners
Florida
$203K +$203K +737 New