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Verisk Analytics

984 hedge funds and large institutions have $31.8B invested in Verisk Analytics in 2025 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 371 increasing their positions, 373 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less capital invested

Capital invested by funds: $39.7B → $31.8B (-$7.89B)

33% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 138

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
984
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.3M
Puts
$6.13M
Net Calls
Net Calls Change

Top Buyers

1 +$320M
2 +$170M
3 +$145M
4
Squarepoint
Squarepoint
New York
+$135M
5
First Trust Advisors
First Trust Advisors
Illinois
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
801
Cary Street Partners Investment Advisory
Virginia
$95K
MA
802
Montag & Associates
Georgia
$90.5K
TC
803
Truvestments Capital
Florida
$90.5K
OIAM
804
OFI Invest Asset Management
France
$90.5K
NB
805
NBT Bank
New York
$85.8K
CIAM
806
Caitong International Asset Management
Hong Kong
$80.7K
SIM
807
Sentry Investment Management
Wisconsin
$75K
Group One Trading
808
Group One Trading
Illinois
$74.7K
NEWAS
809
N.E.W. Advisory Services
Wisconsin
$72.9K
QC
810
Quent Capital
New York
$69.2K
AA
811
Ancora Advisors
Ohio
$68.2K
AIM
812
Arcadia Investment Management
Michigan
$62.9K
PMFA
813
Plante Moran Financial Advisors
Michigan
$62.9K
CYG
814
Clean Yield Group
Vermont
$62.9K
HFS
815
Hantz Financial Services
Michigan
$61K
WANY
816
Wealthspire Advisors (New York)
New York
$60.8K
CT
817
Clearstead Trust
Maine
$58.6K
NS
818
NBC Securities
Alabama
$52.8K
KFA
819
Kelleher Financial Advisors
New York
$51.1K
CBT
820
Crews Bank & Trust
Florida
$50.3K
GKIM
821
GW&K Investment Management
Massachusetts
$46K
HWM
822
HighMark Wealth Management
Minnesota
$45.8K
CFD
823
Creative Financial Designs
Indiana
$45.8K
PTC
824
Private Trust Company
Ohio
$44.3K
AGWCA
825
Annis Gardner Whiting Capital Advisors
Florida
$44K