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Verisk Analytics

1,044 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, 382 increasing their positions, 366 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.86% more ownership

Funds ownership: 90.15%91% (+0.86%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

46% less call options, than puts

Call options by funds: $23M | Put options by funds: $42.6M

Holders
1,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23M
Puts
$42.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
801
Sage Mountain Advisors
Georgia
$225K
OF
802
Optimize Financial
California
$224K
UB
803
Umpqua Bank
Oregon
$219K
OC
804
Oppenheimer & Co
New York
$219K
GCM
805
GKV Capital Management
California
$218K
BA
806
Bristlecone Advisors
Washington
$218K
CA
807
CSM Advisors
Pennsylvania
$218K
SAI
808
Savvy Advisors Inc
New York
$218K
AWM
809
Axxcess Wealth Management
California
$218K
SCM
810
SCS Capital Management
Massachusetts
$217K
CI
811
Conning Inc
Connecticut
$216K
LA
812
LVW Advisors
New York
$216K
BAM
813
Blueshift Asset Management
New Jersey
$216K
PP
814
PDS Planning
Ohio
$216K
OAM
815
Occidental Asset Management
California
$215K
HCMG
816
Howard Capital Management Group
California
$214K
WA
817
Waverly Advisors
Alabama
$214K
CRI
818
Colonial River Investments
Virginia
$212K
BRWA
819
B. Riley Wealth Advisors
Florida
$211K
FIA
820
Foundations Investment Advisors
Arizona
$209K
HSA
821
HBK Sorce Advisory
Pennsylvania
$207K
HIA
822
Harbor Investment Advisory
Maryland
$207K
BONST
823
Bank of Nova Scotia Trust
Ontario, Canada
$206K
TIA
824
Trust Investment Advisors
Indiana
$204K
PCP
825
Panoramic Capital Partners
Oregon
$204K