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Verisk Analytics

950 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 338 increasing their positions, 364 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $270M | Put options by funds: $125M

1% more ownership

Funds ownership: 92.08%93.08% (+1%)

7% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 364

7% less funds holding

Funds holding: 1,018950 (-68)

14% less capital invested

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

27% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 176

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
950
Holders Change
-68
Holders Change %
-6.68%
% of All Funds
11.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
128
Increased
338
Reduced
364
Closed
176
Calls
$270M
Puts
$125M
Net Calls
+$144M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
776
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30.4K
SIC
777
Salem Investment Counselors
North Carolina
$30.4K +$32.5K +160 New
TWD
778
True Wealth Design
Ohio
$29.8K +$13.8K +68 +76%
RFP
779
Root Financial Partners
California
$29.4K -$63.1K -311 -67%
TPWA
780
Twin Peaks Wealth Advisors
California
$28.5K +$30.4K +150 New
HPC
781
HM Payson & Co
Maine
$28.5K -$1.83K -9 -6%
CPG
782
Cornerstone Planning Group
New Jersey
$28.2K +$1.62K +8 +5%
SL
783
Salomon & Ludwin
Virginia
$25.9K -$2.84K -14 -9%
TCOT
784
Trust Company of Toledo
Ohio
$25.2K +$203 +1 +0.8%
FHC
785
First Horizon Corporation
Tennessee
$25K +$812 +4 +3%
LWM
786
Lodestone Wealth Management
Washington
$24.7K +$5.28K +26 +25%
TWIM
787
TIAA Wealth Investment Management
New York
$24.1K +$25.8K +127 New
GKIM
788
GW&K Investment Management
Massachusetts
$24K +$11.8K +58 +83%
HI
789
Harbour Investments
Wisconsin
$23.1K -$4.06K -20 -14%
DFA
790
DHJJ Financial Advisors
Illinois
$22.8K
CIAM
791
Caitong International Asset Management
Hong Kong
$22.8K +$24.4K +120 New
EWP
792
Elevation Wealth Partners
California
$20.1K -$21.7K -107 -50%
GWM
793
Geneos Wealth Management
Colorado
$20.1K -$5.68K -28 -21%
OWA
794
Opal Wealth Advisors
New York
$20.1K +$21.5K +106 New
EPIMS
795
Evelyn Partners Investment Management Services
$19.9K +$21.3K +105 New
FFA
796
Frazier Financial Advisors
Ohio
$19.7K
LI
797
Louisbourg Investments
New Brunswick, Canada
$19.5K +$4.06K +20 +24%
SG
798
Sankala Group
Colorado
$19.4K
GIM
799
Groesbeck Investment Management
New Jersey
$19K
CAM
800
Costello Asset Management
Pennsylvania
$19K -$4.87K -24 -19%