We are live on ! Find out more
VRSK icon

Verisk Analytics
VRSK

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: 953 → 993 (+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: 7 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$120M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$109M
3
BlackRock
BlackRock
New York
+$102M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$65.6M
5
UBS AM
UBS AM
Illinois
+$64.8M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$117M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$79.3M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$57.9M
4
Marshall Wace
Marshall Wace
United Kingdom
-$57.9M
5
Axa
Axa
France
-$57.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
951
Caldwell Sutter Capital
California
$3.31K – – –
GFPC
952
Global Financial Private Client
Florida
$3.31K +$1.11K +4 +50%
CWM
953
Crowley Wealth Management
Delaware
$3.31K +$3.34K +12 New
T
954
Transce3nd
Texas
$3.03K +$3.06K +11 New
EFMH
955
E Fund Management (HK)
Hong Kong
$3K +$2.5K +9 +900%
TWD
956
True Wealth Design
Ohio
$2.81K +$557 +2 +25%
TCM
957
TD Capital Management
Tennessee
$2.5K – – –
BHWM
958
Beaird Harris Wealth Management
Texas
$2.48K – – –
TAM
959
Tucker Asset Management
Colorado
$2.48K – – –
MA
960
Modus Advisors
Minnesota
$2.48K +$2.5K +9 New
NC
961
NewSquare Capital
Pennsylvania
$2.48K +$2.5K +9 New
CA
962
Continuum Advisory
Idaho
$2.2K – – –
BTD
963
BankPlus Trust Department
Mississippi
$2.2K +$2.23K +8 New
CSWM
964
Cassady Schiller Wealth Management
Ohio
$2.2K +$2.23K +8 New
HWA
965
HHM Wealth Advisors
Tennessee
$1.93K +$1.95K +7 New
HNW
966
High Note Wealth
Minnesota
$1.93K +$1.95K +7 New
CWC
967
Carolinas Wealth Consulting
North Carolina
$1.65K – – –
HWP
968
Highline Wealth Partners
California
$1.65K +$835 +3 +100%
MSWM
969
Mowery & Schoenfeld Wealth Management
Illinois
$1.38K +$1.39K +5 New
EBA
970
Eagle Bay Advisors
New York
$1.38K -$3.06K -11 -69%
NMG
971
New Millennium Group
Utah
$1.38K – – –
AP
972
Aspect Partners
Virginia
$1.38K +$278 +1 +25%
FWM
973
FLP Wealth Management
Arkansas
$1.15K +$1.11K +4 New
GSWM
974
Golden State Wealth Management
California
$1.12K +$1.11K +4 New
CAC
975
Core Alternative Capital
Georgia
$1.1K – – –
37 38
39
40 41

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.