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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

115% more call options, than puts

Call options by funds: $270M | Put options by funds: $125M

1% more ownership

Funds ownership: 92.08%93.08% (+1%)

7% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 364

7% less funds holding

Funds holding: 1,018950 (-68)

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
-68
Holders Change %
-6.68%
% of All Funds
11.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
128
Increased
338
Reduced
364
Closed
176
Calls
$270M
Puts
$125M
Net Calls
+$144M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
851
JFS Wealth Advisors
Pennsylvania
$6.45K -$6.29K -31 -48%
VWA
852
Valued Wealth Advisors
Utah
$6.32K
C
853
Covestor
United Kingdom
$6K -$5.68K -28 -46%
AW
854
Avion Wealth
Texas
$6K
BWL
855
Bogart Wealth LLC
Virginia
$5.88K +$2.84K +14 +82%
EP
856
Essential Partners
California
$5.88K -$358K -1,765 -98%
TM
857
Torren Management
California
$5.88K
FCAS
858
First Command Advisory Services
Texas
$5.5K +$4.67K +23 +383%
B
859
Bayban
Minnesota
$5.5K +$5.89K +29 New
IWS
860
Intentional Wealth Strategies
Colorado
$5.5K +$5.89K +29 New
AIM
861
Anchor Investment Management
South Carolina
$5.12K
HIA
862
HFM Investment Advisors
New Jersey
$4.93K -$203 -1 -4%
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 +$4.46K +22 New
AWM
870
Abound Wealth Management
Tennessee
$4.09K -$11.4K -56 -72%
PGAM
871
Princeton Global Asset Management
New Jersey
$3.98K
CA
872
Crewe Advisors
Utah
$3.98K +$2.84K +14 +200%
GWS
873
Greykasell Wealth Strategies
California
$3.98K +$4.26K +21 New
ACM
874
Aster Capital Management
United Arab Emirates
$3.87K +$2.64K +13 New
SS
875
Sunbelt Securities
Texas
$3.79K -$4.26K -21 -51%