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Verisk Analytics

993 hedge funds and large institutions have $36.6B invested in Verisk Analytics in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 373 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 67

73% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $13.8M

7% more capital invested

Capital invested by funds: $34.1B → $36.6B (+$2.49B)

4% more funds holding

Funds holding: 953993 (+40)

1.45% more ownership

Funds ownership: 89.39%90.84% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 355

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
993
Holders Change
+40
Holders Change %
+4.2%
% of All Funds
13.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
126
Increased
373
Reduced
355
Closed
67
Calls
$23.9M
Puts
$13.8M
Net Calls
+$10.1M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HIW
926
Holos Integrated Wealth
Pennsylvania
$6.89K +$6.96K +25 New
CAS
927
Coppell Advisory Solutions
Texas
$6.62K +$1.39K +5 +26%
BGAI
928
Bruce G. Allen Investments
Colorado
$6.61K
SC
929
SouthState Corp
Florida
$6.61K +$3.9K +14 +140%
WWP
930
WR Wealth Planners
Missouri
$6.33K +$835 +3 +15%
SSG
931
Summit Securities Group
New York
$6.33K +$6.4K +23 New
MFT
932
Moisand Fitzgerald Tamayo
Florida
$6.06K
PWMG
933
Prestige Wealth Management Group
New Jersey
$6.06K
ME
934
McIlrath & Eck
Washington
$6.06K
NRG
935
Nemes Rush Group
Michigan
$6.06K +$6.12K +22 New
FG
936
Fairman Group
Pennsylvania
$5.51K -$5.84K -21 -51%
JFA
937
JNBA Financial Advisors
Minnesota
$5.51K
DPW
938
DiNuzzo Private Wealth
Pennsylvania
$5.23K +$278 +1 +6%
TFGT
939
TS Financial Group (TSFG)
Illinois
$5K
BBPWM
940
Blue Bell Private Wealth Management
Pennsylvania
$4.68K -$1.67K -6 -26%
BCMLT
941
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.42K
TIM
942
Tortoise Investment Management
New York
$4.13K
BWL
943
Bogart Wealth LLC
Virginia
$4.13K +$835 +3 +25%
AW
944
Avion Wealth
Texas
$4K +$278 +1 +6%
PPA
945
Painted Porch Advisors
California
$3.9K
S
946
Sachetta
Massachusetts
$3.86K
FPF
947
First Pacific Financial
Washington
$3.86K +$3.9K +14 New
AS
948
Altshuler Shaham
Israel
$3.86K
SWA
949
SOA Wealth Advisors
New York
$3.58K
ACM
950
Anfield Capital Management
California
$3.31K

VRSK Hedge Fund Activity: Q4 2024 in Review

993 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q4 2024, worth a combined $36.6B — up 7.3% from $34.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VRSK positions and 67 closed out — a net gain of 59 holders — while 373 added to existing stakes and 355 trimmed.

The largest buyer was Amundi, adding an estimated $120M. The largest seller was Goldman Sachs, cutting an estimated $117M.

  • 993 institutional investors held Verisk Analytics (VRSK) as of Q4 2024, up from 953 in Q3 2024.
  • Funds reported $36.6B of Verisk Analytics stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 126 funds opened new Verisk Analytics positions in Q4 2024 and 67 closed out, a net change of +59 holders.
  • The largest Verisk Analytics buyer in Q4 2024 was Amundi, an estimated $120M added.
  • The largest Verisk Analytics seller in Q4 2024 was Goldman Sachs, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2024.