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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
BLC
901
Brown, Lisle/Cummings
Rhode Island
$1.9K
JWM
902
JPL Wealth Management
Colorado
$1.9K
TCM
903
TD Capital Management
Tennessee
$1.74K
PWAM
904
Private Wealth Asset Management
Iowa
$1.71K
TIM
905
Thompson Investment Management
Wisconsin
$1.71K
PWA
906
Portus Wealth Advisors
North Carolina
$1.71K
Q1WB
907
Quest 10 Wealth Builders
Virginia
$1.71K
SC
908
Solstein Capital
California
$1.71K
SWM
909
Spire Wealth Management
Virginia
$1.52K
SGK
910
Steigerwald Gordon & Koch
Virginia
$1.52K
CTB
911
Country Trust Bank
Illinois
$1.52K
BTD
912
BankPlus Trust Department
Mississippi
$1.52K
CFG
913
Clayton Financial Group
Missouri
$1.52K
RCM
914
Richardson Capital Management
Wisconsin
$1.52K
AEPWM
915
Atlantic Edge Private Wealth Management
Florida
$1.33K
CWP
916
Clark Wealth Partners
Illinois
$1.33K
SWM
917
SHP Wealth Management
Massachusetts
$1.33K
BHWM
918
Bay Harbor Wealth Management
Maryland
$1.33K
SRCM
919
Signature Resources Capital Management
California
$1.33K
MB
920
MidFirst Bank
Oklahoma
$1.33K
BW
921
Basepoint Wealth
Iowa
$1.15K
NSIM
922
North Star Investment Management
Illinois
$1.14K
RS
923
Rakuten Securities
Japan
$1.14K
DF
924
Dunhill Financial
United Kingdom
$1K
VNA
925
Valley National Advisers
Pennsylvania
$1K