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Verisk Analytics

945 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 336 increasing their positions, 361 reducing their positions, and 177 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: 129 | Existing positions closed: 177

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
945
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
WA
826
Whipplewood Advisors
Colorado
$10.1K
AFC
827
Ares Financial Consulting
California
$9.73K
MPW
828
MASECO Private Wealth
$9.5K
CSB
829
City State Bank
Iowa
$9.49K
GGI
830
Godsey & Gibb Inc
Virginia
$9.49K
MAM
831
Meeder Asset Management
Ohio
$9.3K
IAAG
832
Innovative Asset Advisors Group
Connecticut
$9.11K
RWM
833
Rialto Wealth Management
New York
$8.92K
JFA
834
JNBA Financial Advisors
Minnesota
$8.73K
SMBT
835
Southern Michigan Bank & Trust
Michigan
$8.54K
TVWM
836
Tower View Wealth Management
Wisconsin
$8.41K
HFS
837
Hughes Financial Services
Virginia
$8.35K
GBT
838
Grove Bank & Trust
Florida
$8.16K
KG
839
Kilter Group
New York
$7.59K
MCA
840
McGuire Capital Advisors
Oklahoma
$7.4K
CFFP
841
Center for Financial Planning
Michigan
$7.21K
IAIM
842
International Assets Investment Management
Florida
$7.16K
AAG
843
Armstrong Advisory Group
Massachusetts
$7.02K
SIM
844
Synergy Investment Management
Florida
$6.83K
VNT
845
Vanguard National Trust
Pennsylvania
$6.83K
JWA
846
JFS Wealth Advisors
Pennsylvania
$6.45K
VWA
847
Valued Wealth Advisors
Utah
$6.32K
C
848
Covestor
United Kingdom
$6K
AW
849
Avion Wealth
Texas
$6K
BWL
850
Bogart Wealth LLC
Virginia
$5.88K