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Verisk Analytics

945 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 336 increasing their positions, 361 reducing their positions, and 177 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: 129 | Existing positions closed: 177

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
945
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
CCWM
876
Cassaday & Co Wealth Management
Virginia
$2.85K
CFM
877
Cornerstone Financial Management
Massachusetts
$2.85K
HNW
878
High Note Wealth
Minnesota
$2.85K
DJSG
879
D.J. St. Germain
Massachusetts
$2.85K
AF
880
Advisornet Financial
Minnesota
$2.66K
LWMI
881
Legacy Wealth Management (Idaho)
Idaho
$2.66K
S
882
Sachetta
Massachusetts
$2.66K
LWCFA
883
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.3K
FFO
884
Fortitude Family Office
Arizona
$2.28K
CSC
885
Caldwell Sutter Capital
California
$2.28K
ACM
886
Anfield Capital Management
California
$2.28K
WA
887
Westfuller Advisors
New York
$2.15K
PWA
888
Physician Wealth Advisors
Utah
$2.09K
DPW
889
DiNuzzo Private Wealth
Pennsylvania
$2.09K
AP
890
Aspect Partners
Virginia
$2.09K
BHWM
891
Beaird Harris Wealth Management
Texas
$2.09K
NL
892
NVWM LLC
Pennsylvania
$2.09K
IW
893
Imprint Wealth
South Carolina
$2.09K
TCM
894
Triumph Capital Management
Colorado
$2.09K
RCM
895
Raleigh Capital Management
North Carolina
$2.09K
BLC
896
Brown, Lisle/Cummings
Rhode Island
$1.9K
JWM
897
JPL Wealth Management
Colorado
$1.9K
TCM
898
TD Capital Management
Tennessee
$1.74K
PWAM
899
Private Wealth Asset Management
Iowa
$1.71K
TIM
900
Thompson Investment Management
Wisconsin
$1.71K