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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

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: 128 | Existing positions closed: 176

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
950
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
TFIPS
776
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30.4K
SIC
777
Salem Investment Counselors
North Carolina
$30.4K
TWD
778
True Wealth Design
Ohio
$29.8K
RFP
779
Root Financial Partners
California
$29.4K
TPWA
780
Twin Peaks Wealth Advisors
California
$28.5K
HPC
781
HM Payson & Co
Maine
$28.5K
CPG
782
Cornerstone Planning Group
New Jersey
$28.2K
SL
783
Salomon & Ludwin
Virginia
$25.9K
TCOT
784
Trust Company of Toledo
Ohio
$25.2K
FHC
785
First Horizon Corporation
Tennessee
$25K
LWM
786
Lodestone Wealth Management
Washington
$24.7K
TWIM
787
TIAA Wealth Investment Management
New York
$24.1K
GKIM
788
GW&K Investment Management
Massachusetts
$24K
HI
789
Harbour Investments
Wisconsin
$23.1K
DFA
790
DHJJ Financial Advisors
Illinois
$22.8K
CIAM
791
Caitong International Asset Management
Hong Kong
$22.8K
EWP
792
Elevation Wealth Partners
California
$20.1K
GWM
793
Geneos Wealth Management
Colorado
$20.1K
OWA
794
Opal Wealth Advisors
New York
$20.1K
EPIMS
795
Evelyn Partners Investment Management Services
$19.9K
FFA
796
Frazier Financial Advisors
Ohio
$19.7K
LI
797
Louisbourg Investments
New Brunswick, Canada
$19.5K
SG
798
Sankala Group
Colorado
$19.4K
GIM
799
Groesbeck Investment Management
New Jersey
$19K
CAM
800
Costello Asset Management
Pennsylvania
$19K