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Verisk Analytics
VRSK

Overview Fund Activity

1,012 hedge funds and large institutions have $37.6B invested in Verisk Analytics in 2025 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 373 increasing their positions, 343 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+31
Holders Change %
+3.16%
% of All Funds
13.75%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
128
Increased
373
Reduced
343
Closed
80
Calls
$22.1M
Puts
$17.6M
Net Calls
+$4.5M
Net Calls Change
-$5.59M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$365M
2
Invesco
Invesco
Georgia
+$177M
3
UBS AM
UBS AM
Illinois
+$129M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$117M
5
Goldman Sachs
Goldman Sachs
New York
+$112M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$241M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$111M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$79.1M
4
Amundi
Amundi
France
-$76.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
926
Armstrong Advisory Group
Massachusetts
$10.2K – – –
YP
927
YANKCOM Partnership
South Dakota
$10.1K +$10.1K +34 New
VWA
928
Valued Wealth Advisors
Utah
$9.92K – – –
SIC
929
SJS Investment Consulting
Ohio
$9.82K – – –
SS
930
Sunbelt Securities
Texas
$9.52K +$1.79K +6 +23%
SIM
931
Synergy Investment Management
Florida
$9.52K – – –
DF
932
Dunhill Financial
United Kingdom
$9.31K -$901 -3 -9%
TCOV
933
Trust Company of Vermont
Vermont
$9.23K – – –
RFS
934
Richardson Financial Services
Massachusetts
$8.93K – – –
AWM
935
Activest Wealth Management
Florida
$8.63K +$8.33K +28 +2,800%
WBC
936
West Branch Capital
Massachusetts
$8.33K – – –
AIM
937
Anchor Investment Management
South Carolina
$8.04K – – –
HIA
938
HFM Investment Advisors
New Jersey
$7.74K +$7.74K +26 New
GCM
939
Gables Capital Management
Florida
$7.74K – – –
WCM
940
WealthTrak Capital Management
Virginia
$7.44K -$12.8K -43 -63%
HIW
941
Holos Integrated Wealth
Pennsylvania
$7.44K – – –
YAL
942
Your Advocates Ltd
Texas
$7.44K – – –
FWM
943
FSA Wealth Management
Massachusetts
$7.44K – – –
BGAI
944
Bruce G. Allen Investments
Colorado
$7.14K – – –
NRG
945
Nemes Rush Group
Michigan
$6.55K – – –
MFT
946
Moisand Fitzgerald Tamayo
Florida
$6.55K – – –
PWMG
947
Prestige Wealth Management Group
New Jersey
$6.55K – – –
KA
948
Kozak & Associates
Colorado
$6.5K +$6.5K +22 New
TFGT
949
TS Financial Group (TSFG)
Illinois
$6K +$316 +1 +6%
JFA
950
JNBA Financial Advisors
Minnesota
$5.95K – – –
36 37
38
39 40