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Verisk Analytics

950 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 338 increasing their positions, 364 reducing their positions, and 176 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: 128 | Existing positions closed: 176

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
950
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
JWA
851
JFS Wealth Advisors
Pennsylvania
$6.45K
VWA
852
Valued Wealth Advisors
Utah
$6.32K
C
853
Covestor
United Kingdom
$6K
AW
854
Avion Wealth
Texas
$6K
BWL
855
Bogart Wealth LLC
Virginia
$5.88K
EP
856
Essential Partners
California
$5.88K
TM
857
Torren Management
California
$5.88K
FCAS
858
First Command Advisory Services
Texas
$5.5K
B
859
Bayban
Minnesota
$5.5K
IWS
860
Intentional Wealth Strategies
Colorado
$5.5K
AIM
861
Anchor Investment Management
South Carolina
$5.12K
HIA
862
HFM Investment Advisors
New Jersey
$4.93K
GCM
863
Gables Capital Management
Florida
$4.93K
YAL
864
Your Advocates Ltd
Texas
$4.74K
BGAI
865
Bruce G. Allen Investments
Colorado
$4.55K
EPAM
866
Evelyn Partners Asset Management
$4.36K
MFT
867
Moisand Fitzgerald Tamayo
Florida
$4.17K
PWMG
868
Prestige Wealth Management Group
New Jersey
$4.17K
GSEP
869
Golden State Equity Partners
California
$4.17K
AWM
870
Abound Wealth Management
Tennessee
$4.09K
PGAM
871
Princeton Global Asset Management
New Jersey
$3.98K
CA
872
Crewe Advisors
Utah
$3.98K
GWS
873
Greykasell Wealth Strategies
California
$3.98K
ACM
874
Aster Capital Management
United Arab Emirates
$3.87K
SS
875
Sunbelt Securities
Texas
$3.79K