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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
QWM
926
Quaker Wealth Management
New Jersey
$949
PAI
927
Pittenger & Anderson Inc
Nebraska
$949
WTA
928
Washington Trust Advisors
Massachusetts
$949
SIS
929
Sound Income Strategies
Florida
$918
SEP
930
Signature Equity Partners
Ohio
$871
KFG
931
Kingdom Financial Group
Arizona
$761
LAS
932
Lloyd Advisory Services
Georgia
$761
NRG
933
Nemes Rush Group
Michigan
$759
PWMG
934
Private Wealth Management Group
New Jersey
$759
MWC
935
MBM Wealth Consultants
Missouri
$759
ACA
936
American Capital Advisory
Idaho
$570
DF
937
DecisionPoint Financial
Arizona
$570
WPA
938
Wealth Preservation Advisors
Tennessee
$569
VWM
939
Vermillion Wealth Management
Minnesota
$569
SWP
940
Strategic Wealth Partners
Ohio
$435
UCB
941
United Community Bank
South Carolina
$380
SA
942
Seneschal Advisors
Washington
$380
DCM
943
Davis Capital Management
Florida
$380
BCWM
944
Bartlett & Co Wealth Management
Ohio
$357
AIM
945
Arcadia Investment Management
Michigan
$190
3FI
946
3 Factor Indexing
California
$190
CW
947
Curio Wealth
Maryland
$190
KCM
948
Key Capital Management
Tennessee
$190
T
949
Tidemark
California
$190
IAS
950
IMA Advisory Services
Colorado
$189