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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
SC
901
Solstein Capital
California
$1.71K
Q1WB
902
Quest 10 Wealth Builders
Virginia
$1.71K
PWA
903
Portus Wealth Advisors
North Carolina
$1.71K
SWM
904
Spire Wealth Management
Virginia
$1.52K
SGK
905
Steigerwald Gordon & Koch
Virginia
$1.52K
CTB
906
Country Trust Bank
Illinois
$1.52K
BTD
907
BankPlus Trust Department
Mississippi
$1.52K
CFG
908
Clayton Financial Group
Missouri
$1.52K
RCM
909
Richardson Capital Management
Wisconsin
$1.52K
AEPWM
910
Atlantic Edge Private Wealth Management
Florida
$1.33K
CWP
911
Clark Wealth Partners
Illinois
$1.33K
SWM
912
SHP Wealth Management
Massachusetts
$1.33K
BHWM
913
Bay Harbor Wealth Management
Maryland
$1.33K
SRCM
914
Signature Resources Capital Management
California
$1.33K
MB
915
MidFirst Bank
Oklahoma
$1.33K
BW
916
Basepoint Wealth
Iowa
$1.15K
NSIM
917
North Star Investment Management
Illinois
$1.14K
RS
918
Rakuten Securities
Japan
$1.14K
DF
919
Dunhill Financial
United Kingdom
$1K
VNA
920
Valley National Advisers
Pennsylvania
$1K
QWM
921
Quaker Wealth Management
New Jersey
$949
WTA
922
Washington Trust Advisors
Massachusetts
$949
PAI
923
Pittenger & Anderson Inc
Nebraska
$949
SIS
924
Sound Income Strategies
Florida
$918
SEP
925
Signature Equity Partners
Ohio
$871