VRSK icon

Verisk Analytics
VRSK

Overview Fund Activity

1,012 hedge funds and large institutions have $37.6B invested in Verisk Analytics in 2025 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 373 increasing their positions, 343 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+31
Holders Change %
+3.16%
% of All Funds
13.75%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
128
Increased
373
Reduced
343
Closed
80
Calls
$22.1M
Puts
$17.6M
Net Calls
+$4.5M
Net Calls Change
-$5.59M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$365M
2
Invesco
Invesco
Georgia
+$177M
3
UBS AM
UBS AM
Illinois
+$129M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$117M
5
Goldman Sachs
Goldman Sachs
New York
+$112M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$241M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$111M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$79.1M
4
Amundi
Amundi
France
-$76.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
801
Arax Advisory Partners
Colorado
$173K +$84.8K +285 +96%
Optiver Holding
802
Optiver Holding
Netherlands
$166K +$166K +558 New
OWA
803
Opal Wealth Advisors
New York
$165K +$165K +554 New
GWM
804
Geneos Wealth Management
Colorado
$157K +$109K +269 +228%
HDIM
805
Hanson & Doremus Investment Management
Vermont
$149K – – –
SNB
806
Security National Bank
Nebraska
$149K – – –
VCM
807
Versant Capital Management
Arizona
$146K +$131K +440 +880%
NC
808
North Capital
Utah
$142K +$142K +477 New
HAS
809
HBW Advisory Services
California
$139K +$139K +467 New
MPWT
810
MassMutual Private Wealth & Trust
Connecticut
$135K +$23.8K +80 +21%
CIAM
811
Caitong International Asset Management
Hong Kong
$134K +$134K +451 New
AFG
812
Albion Financial Group
Utah
$134K – – –
CH
813
Cromwell Holdings
Wyoming
$134K +$1.79K +6 +1%
KFI
814
Key Financial Inc
Pennsylvania
$133K +$17.9K +60 +16%
WFG
815
Wormser Freres Gestion
France
$127K +$127K +430 New
MAM
816
Meeder Asset Management
Ohio
$124K +$100K +336 +420%
LC
817
Lindbrook Capital
California
$123K +$2.68K +9 +2%
APF
818
Alaska Permanent Fund
Alaska
$122K – – –
PTC
819
Private Trust Company
Ohio
$116K +$10.7K +36 +10%
SIM
820
Sentry Investment Management
Wisconsin
$115K -$34.3K -123 -23%
TFM
821
TFC Financial Management
Massachusetts
$114K +$3.57K +12 +3%
EPAM
822
Evelyn Partners Asset Management
$114K +$114K +383 New
MA
823
Montag & Associates
Georgia
$107K -$595 -2 -0.6%
IA
824
IFP Advisors
Florida
$105K +$14K +47 +15%
CAWM
825
Capital A Wealth Management
Pennsylvania
$103K – – –
31 32
33
34 35