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Verisk Analytics
VRSK

1,026 hedge funds and large institutions have $38.3B invested in Verisk Analytics in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 380 increasing their positions, 346 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 6 → 10 (+4)

59% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 80

26% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $17.6M

3% more funds holding

Funds holding: 993 → 1,026 (+33)

10% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 346

5% more capital invested

Capital invested by funds: $36.6B → $38.3B (+$1.67B)

0.83% more ownership

Funds ownership: 90.84% → 91.67% (+0.83%)

Holders
1,026
Holders Change
+33
Holders Change %
+3.32%
% of All Funds
13.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
127
Increased
380
Reduced
346
Closed
80
Calls
$22.1M
Puts
$17.6M
Net Calls
+$4.5M
Net Calls Change
-$5.59M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$352M
2
Invesco
Invesco
Georgia
+$172M
3
UBS AM
UBS AM
Illinois
+$125M
4
JP Morgan Chase
JP Morgan Chase
New York
+$113M
5
Goldman Sachs
Goldman Sachs
New York
+$109M

Top Sellers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
-$233M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$108M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$76.4M
4
Amundi
Amundi
France
-$72.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
976
SOA Wealth Advisors
New York
$3.87K – – –
PWMG
977
Private Wealth Management Group
New Jersey
$3.57K +$2.31K +8 +200%
BWL
978
Bogart Wealth LLC
Virginia
$3.57K -$865 -3 -20%
ACM
979
Anfield Capital Management
California
$3.57K – – –
CSC
980
Caldwell Sutter Capital
California
$3.57K – – –
CWM
981
Crowley Wealth Management
Delaware
$3.57K – – –
T
982
Transce3nd
Texas
$3.27K – – –
LWMI
983
Legacy Wealth Management (Idaho)
Idaho
$2.98K +$2.88K +10 New
CA
984
Continuum Advisory
Idaho
$2.98K +$576 +2 +25%
BLC
985
Brown, Lisle/Cummings
Rhode Island
$2.98K +$2.88K +10 New
TCM
986
TD Capital Management
Tennessee
$2.7K – – –
BHWM
987
Beaird Harris Wealth Management
Texas
$2.68K – – –
HHGA
988
Halbert Hargrove Global Advisors
California
$2.68K +$2.59K +9 New
BTD
989
BankPlus Trust Department
Mississippi
$2.38K – – –
GP
990
Greenline Partners
New York
$2.38K +$2.31K +8 New
HWA
991
HHM Wealth Advisors
Tennessee
$2.08K – – –
AEPWM
992
Atlantic Edge Private Wealth Management
Florida
$2.08K +$2.02K +7 New
HNW
993
High Note Wealth
Minnesota
$2.08K – – –
CWC
994
Carolinas Wealth Consulting
North Carolina
$1.79K – – –
ACM
995
Accent Capital Management
Ohio
$1.79K +$1.73K +6 New
FCAS
996
First Command Advisory Services
Texas
$1.79K +$1.73K +6 New
PPA
997
Painted Porch Advisors
California
$1.54K -$2.59K -9 -64%
MSWM
998
Mowery & Schoenfeld Wealth Management
Illinois
$1.49K – – –
GC
999
Garde Capital
Washington
$1.49K +$1.44K +5 New
NMG
1000
New Millennium Group
Utah
$1.49K – – –
38 39
40
41 42

VRSK Hedge Fund Activity: Q1 2025 in Review

1,026 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Verisk Analytics (VRSK) for Q1 2025, worth a combined $38.3B — up 4.6% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new VRSK positions and 80 closed out — a net gain of 47 holders — while 380 added to existing stakes and 346 trimmed.

The largest buyer was Ameriprise, adding an estimated $352M. The largest seller was Parnassus Investments, cutting an estimated $233M.

  • 1,026 institutional investors held Verisk Analytics (VRSK) as of Q1 2025, up from 993 in Q4 2024.
  • Funds reported $38.3B of Verisk Analytics stock for Q1 2025, up 4.6% quarter-over-quarter.
  • 127 funds opened new Verisk Analytics positions in Q1 2025 and 80 closed out, a net change of +47 holders.
  • The largest Verisk Analytics buyer in Q1 2025 was Ameriprise, an estimated $352M added.
  • The largest Verisk Analytics seller in Q1 2025 was Parnassus Investments, an estimated $233M sold.

Based on aggregated 13F filings for Q1 2025.