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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 %
DPW
951
DiNuzzo Private Wealth
Pennsylvania
$5.36K -$298 -1 -5%
TWD
952
True Wealth Design
Ohio
$5.12K +$2.11K +7 +70%
OP
953
ORG Partners
Indiana
$5.08K +$5.08K +17 New
BCMLT
954
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.78K – – –
TIM
955
Tortoise Investment Management
New York
$4.46K – – –
DJSG
956
D.J. St. Germain
Massachusetts
$4.46K +$4.46K +15 New
CVM
957
Cheviot Value Management
California
$4.42K +$4.42K +15 New
S
958
Sachetta
Massachusetts
$4.17K – – –
FPF
959
First Pacific Financial
Washington
$4.17K – – –
MEG
960
Millstone Evans Group
Colorado
$4.17K +$4.17K +14 New
AW
961
Avion Wealth
Texas
$4K – – –
AS
962
Altshuler Shaham
Israel
$3.87K -$298 -1 -7%
SWA
963
SOA Wealth Advisors
New York
$3.87K – – –
PWMG
964
Private Wealth Management Group
New Jersey
$3.57K +$2.38K +8 +200%
BWL
965
Bogart Wealth LLC
Virginia
$3.57K -$893 -3 -20%
CWM
966
Crowley Wealth Management
Delaware
$3.57K – – –
CSC
967
Caldwell Sutter Capital
California
$3.57K – – –
ACM
968
Anfield Capital Management
California
$3.57K – – –
T
969
Transce3nd
Texas
$3.27K – – –
LWMI
970
Legacy Wealth Management (Idaho)
Idaho
$2.98K +$2.98K +10 New
CA
971
Continuum Advisory
Idaho
$2.98K +$595 +2 +25%
BLC
972
Brown, Lisle/Cummings
Rhode Island
$2.98K +$2.98K +10 New
TCM
973
TD Capital Management
Tennessee
$2.7K – – –
BHWM
974
Beaird Harris Wealth Management
Texas
$2.68K – – –
HHGA
975
Halbert Hargrove Global Advisors
California
$2.68K +$2.68K +9 New
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39
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