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Verisk Analytics
VRSK

Overview Fund Activity

1,013 hedge funds and large institutions have $37.6B invested in Verisk Analytics in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 373 increasing their positions, 343 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+32
Holders Change %
+3.26%
% 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
0.14%
New
129
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 %
HHGA
976
Halbert Hargrove Global Advisors
California
$2.68K +$2.68K +9 New
BTD
977
BankPlus Trust Department
Mississippi
$2.38K – – –
GP
978
Greenline Partners
New York
$2.38K +$2.38K +8 New
HWA
979
HHM Wealth Advisors
Tennessee
$2.08K – – –
AEPWM
980
Atlantic Edge Private Wealth Management
Florida
$2.08K +$2.08K +7 New
HNW
981
High Note Wealth
Minnesota
$2.08K – – –
CWC
982
Carolinas Wealth Consulting
North Carolina
$1.79K – – –
FCAS
983
First Command Advisory Services
Texas
$1.79K +$1.79K +6 New
ACM
984
Accent Capital Management
Ohio
$1.79K +$1.79K +6 New
PPA
985
Painted Porch Advisors
California
$1.54K -$2.78K -9 -64%
MSWM
986
Mowery & Schoenfeld Wealth Management
Illinois
$1.49K – – –
GC
987
Garde Capital
Washington
$1.49K +$1.49K +5 New
NMG
988
New Millennium Group
Utah
$1.49K – – –
DWM
989
Dogwood Wealth Management
Kansas
$1.49K +$1.49K +5 New
WW
990
Winnow Wealth
Texas
$1.25K +$500 +2 +67%
WTFG
991
Wood Tarver Financial Group
Idaho
$1.19K – – –
CAC
992
Core Alternative Capital
Georgia
$1.19K – – –
BAM
993
Bellevue Asset Management
Washington
$1.19K – – –
GA
994
GoalVest Advisory
New York
$1.19K +$1.19K +4 New
BI
995
Binnacle Investments
Iowa
$1.19K +$1.19K +4 New
BHWM
996
Bay Harbor Wealth Management
Maryland
$1.19K +$1.19K +4 New
PWA
997
Principia Wealth Advisory
Texas
$1.16K – – –
1IA
998
1620 Investment Advisors
Massachusetts
$1.06K – – –
VNA
999
Valley National Advisers
Pennsylvania
$1K +$1K +5 New
RS
1000
Rakuten Securities
Japan
$893 -$35.7K -120 -98%
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