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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
DWM
876
Dogwood Wealth Management
Kansas
$3.79K
HWP
877
Highline Wealth Partners
California
$3.79K
MGI
878
Miller Global Investments
Texas
$3.6K
AT
879
Arlington Trust
Alabama
$3.23K
AWM
880
Activest Wealth Management
Florida
$3.04K
CCWM
881
Cassaday & Co Wealth Management
Virginia
$2.85K
CFM
882
Cornerstone Financial Management
Massachusetts
$2.85K
HNW
883
High Note Wealth
Minnesota
$2.85K
DJSG
884
D.J. St. Germain
Massachusetts
$2.85K
AF
885
Advisornet Financial
Minnesota
$2.66K
LWMI
886
Legacy Wealth Management (Idaho)
Idaho
$2.66K
S
887
Sachetta
Massachusetts
$2.66K
LWCFA
888
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.3K
FFO
889
Fortitude Family Office
Arizona
$2.28K
ACM
890
Anfield Capital Management
California
$2.28K
CSC
891
Caldwell Sutter Capital
California
$2.28K
WA
892
Westfuller Advisors
New York
$2.15K
PWA
893
Physician Wealth Advisors
Utah
$2.09K
DPW
894
DiNuzzo Private Wealth
Pennsylvania
$2.09K
AP
895
Aspect Partners
Virginia
$2.09K
BHWM
896
Beaird Harris Wealth Management
Texas
$2.09K
NL
897
NVWM LLC
Pennsylvania
$2.09K
IW
898
Imprint Wealth
South Carolina
$2.09K
TCM
899
Triumph Capital Management
Colorado
$2.09K
RCM
900
Raleigh Capital Management
North Carolina
$2.09K