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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
OL
851
OneFund LLC
Florida
$117K
MA
852
Montag & Associates
Georgia
$112K
CSPIA
853
Cary Street Partners Investment Advisory
Virginia
$107K
NB
854
NBT Bank
New York
$106K
IA
855
IFP Advisors
Florida
$104K
TC
856
Truvestments Capital
Florida
$104K
BOTPPF
857
Board of the Pension Protection Fund
United Kingdom
$93.5K
OIAM
858
OFI Invest Asset Management
France
$92.3K
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
GWM
862
Geneos Wealth Management
Colorado
$82.9K
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
OWA
867
Opal Wealth Advisors
New York
$75.4K
NS
868
NBC Securities
Alabama
$66K
CFD
869
Creative Financial Designs
Indiana
$65.7K
EPIM
870
Evelyn Partners Investment Management
$62.6K
CAM
871
Costello Asset Management
Pennsylvania
$62.3K
CBT
872
Crews Bank & Trust
Florida
$62.3K
HWM
873
Hemington Wealth Management
Virginia
$62K
CT
874
Clearstead Trust
Maine
$60.1K
CIAM
875
Caitong International Asset Management
Hong Kong
$59.2K