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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 %
OL
851
OneFund LLC
Florida
$117K +$117K +375 New
MA
852
Montag & Associates
Georgia
$112K – – –
CSPIA
853
Cary Street Partners Investment Advisory
Virginia
$107K +$7.8K +25 +8%
NB
854
NBT Bank
New York
$106K +$10.9K +35 +11%
IA
855
IFP Advisors
Florida
$104K -$13.7K -41 -12%
TC
856
Truvestments Capital
Florida
$104K – – –
BOTPPF
857
Board of the Pension Protection Fund
United Kingdom
$93.5K -$187K -600 -67%
OIAM
858
OFI Invest Asset Management
France
$92.3K -$647K -2,440 -88%
NEWAS
859
N.E.W. Advisory Services
Wisconsin
$90.3K – – –
AA
860
Ancora Advisors
Ohio
$84.5K – – –
PTC
861
Private Trust Company
Ohio
$83.8K -$37.4K -120 -31%
GWM
862
Geneos Wealth Management
Colorado
$82.9K -$37.7K -121 -31%
BDL
863
Banque de Luxembourg
Luxembourg
$79.5K – – –
PMFA
864
Plante Moran Financial Advisors
Michigan
$77.9K – – –
CYG
865
Clean Yield Group
Vermont
$77.9K – – –
AGWCA
866
Annis Gardner Whiting Capital Advisors
Florida
$76.3K +$45.2K +145 +145%
OWA
867
Opal Wealth Advisors
New York
$75.4K -$97.2K -312 -56%
NS
868
NBC Securities
Alabama
$66K +$2.8K +9 +4%
CFD
869
Creative Financial Designs
Indiana
$65.7K – – –
EPIM
870
Evelyn Partners Investment Management
$62.6K +$49K +267 +361%
CBT
871
Crews Bank & Trust
Florida
$62.3K – – –
CAM
872
Costello Asset Management
Pennsylvania
$62.3K – – –
HWM
873
Hemington Wealth Management
Virginia
$62K +$308 +1 +0.5%
CT
874
Clearstead Trust
Maine
$60.1K +$2.49K +8 +4%
CIAM
875
Caitong International Asset Management
Hong Kong
$59.2K -$81.3K -261 -58%
33 34
35
36 37