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Verisk Analytics

993 hedge funds and large institutions have $36.6B invested in Verisk Analytics in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 373 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 67

73% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $13.8M

7% more capital invested

Capital invested by funds: $34.1B → $36.6B (+$2.49B)

4% more funds holding

Funds holding: 953993 (+40)

1.45% more ownership

Funds ownership: 89.39%90.84% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 355

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
993
Holders Change
+40
Holders Change %
+4.2%
% of All Funds
13.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
126
Increased
373
Reduced
355
Closed
67
Calls
$23.9M
Puts
$13.8M
Net Calls
+$10.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
751
Perigon Wealth Management
California
$224K +$15.3K +55 +7%
MG
752
Mather Group
Illinois
$224K -$5.57K -20 -2%
CWA
753
Carolina Wealth Advisors
South Carolina
$223K +$173K +622 +331%
FFM
754
Forum Financial Management
Illinois
$222K +$1.39K +5 +0.6%
VCM
755
Virtue Capital Management
Tennessee
$222K -$167K -601 -43%
BA
756
Bristlecone Advisors
Washington
$220K
AC
757
ASB Consultores
Florida
$220K +$2.5K +9 +1%
GS
758
GTS Securities
New York
$220K +$222K +799 New
VFA
759
Valeo Financial Advisors
Indiana
$220K +$835 +3 +0.4%
WAG
760
Winthrop Advisory Group
Massachusetts
$219K
GPW
761
Genesis Private Wealth
Virginia
$219K +$221K +794 New
TWM
762
Trueblood Wealth Management
Ohio
$218K +$220K +792 New
LAM
763
Longboard Asset Management
Arizona
$218K +$220K +790 New
SC
764
Syon Capital
California
$217K +$220K +789 New
QWP
765
Quotient Wealth Partners
Texas
$216K -$58.4K -210 -21%
FC
766
FORA Capital
Florida
$216K -$3.02M -10,852 -93%
BRWA
767
B. Riley Wealth Advisors
Florida
$214K -$5.29K -19 -2%
AWA
768
Aaron Wealth Advisors
Illinois
$212K +$215K +771 New
BCM
769
Blume Capital Management
California
$212K
HKIMG
770
Hutchens & Kramer Investment Management Group
Indiana
$211K -$173K -622 -45%
KFC
771
Klingenstein Fields & Co
New York
$210K
OWM
772
OneAscent Wealth Management
Alabama
$210K -$69.3K -249 -25%
NC
773
Napatree Capital
Rhode Island
$209K +$211K +759 New
PCP
774
Panoramic Capital Partners
Oregon
$209K +$211K +759 New
S
775
SimplyRich
California
$209K

VRSK Hedge Fund Activity: Q4 2024 in Review

993 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2024, worth a combined $36.6B — up 7.3% from $34.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VRSK positions and 67 closed out — a net gain of 59 holders — while 373 added to existing stakes and 355 trimmed.

The largest buyer was Amundi, adding an estimated $120M. The largest seller was Goldman Sachs, cutting an estimated $117M.

  • 993 institutional investors held Verisk Analytics (VRSK) as of Q4 2024, up from 953 in Q3 2024.
  • Funds reported $36.6B of Verisk Analytics stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 126 funds opened new Verisk Analytics positions in Q4 2024 and 67 closed out, a net change of +59 holders.
  • The largest Verisk Analytics buyer in Q4 2024 was Amundi, an estimated $120M added.
  • The largest Verisk Analytics seller in Q4 2024 was Goldman Sachs, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2024.