VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

1,043 hedge funds and large institutions have $39.6B invested in Verisk Analytics in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 383 increasing their positions, 364 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+31
Holders Change %
+3.06%
% of All Funds
13.98%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
128
Increased
383
Reduced
364
Closed
79
Calls
$23M
Puts
$42.6M
Net Calls
-$19.6M
Net Calls Change
-$24.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$264M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$79.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$75.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$70.9M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$65.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$153M
2
NL
Nuveen LLC
North Carolina
-$151M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$92.9M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$79.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$76.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
801
Sage Mountain Advisors
Georgia
$225K +$225K +722 New
OF
802
Optimize Financial
California
$224K -$1.25K -4 -0.6%
UB
803
Umpqua Bank
Oregon
$219K +$219K +725 New
OC
804
Oppenheimer & Co
New York
$219K +$7.79K +25 +4%
GCM
805
GKV Capital Management
California
$218K – – –
BA
806
Bristlecone Advisors
Washington
$218K – – –
CA
807
CSM Advisors
Pennsylvania
$218K +$6.53K +21 +3%
SAI
808
Savvy Advisors Inc
New York
$218K +$218K +699 New
AWM
809
Axxcess Wealth Management
California
$218K -$378K -1,215 -63%
SCM
810
SCS Capital Management
Massachusetts
$217K -$29.6K -95 -12%
CI
811
Conning Inc
Connecticut
$216K +$216K +694 New
LA
812
LVW Advisors
New York
$216K -$29.9K -96 -12%
PP
813
PDS Planning
Ohio
$216K +$216K +692 New
BAM
814
Blueshift Asset Management
New Jersey
$216K +$216K +692 New
OAM
815
Occidental Asset Management
California
$215K +$215K +689 New
HCMG
816
Howard Capital Management Group
California
$214K – – –
WA
817
Waverly Advisors
Alabama
$214K +$2.18K +7 +1%
CRI
818
Colonial River Investments
Virginia
$212K -$7.57K -25 -3%
BRWA
819
B. Riley Wealth Advisors
Florida
$211K +$211K +677 New
FIA
820
Foundations Investment Advisors
Arizona
$209K +$209K +672 New
HSA
821
HBK Sorce Advisory
Pennsylvania
$207K -$1.87K -6 -0.9%
HIA
822
Harbor Investment Advisory
Maryland
$207K – – –
BONST
823
Bank of Nova Scotia Trust
Ontario, Canada
$206K -$4.05K -13 -2%
TIA
824
Trust Investment Advisors
Indiana
$204K +$204K +654 New
PCP
825
Panoramic Capital Partners
Oregon
$204K +$204K +670 New
31 32
33
34 35