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Verisk Analytics

1,044 hedge funds and large institutions have $39.6B invested in Verisk Analytics in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 382 increasing their positions, 366 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.86% more ownership

Funds ownership: 90.15%91% (+0.86%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

46% less call options, than puts

Call options by funds: $23M | Put options by funds: $42.6M

Holders
1,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23M
Puts
$42.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
976
FSA Wealth Management
Massachusetts
$7.79K
BGAI
977
Bruce G. Allen Investments
Colorado
$7.48K
PGAM
978
Princeton Global Asset Management
New Jersey
$7.48K
KG
979
Kilter Group
New York
$7.17K
SS
980
Sunbelt Securities
Texas
$7.16K
PWMG
981
Prestige Wealth Management Group
New Jersey
$6.85K
MFT
982
Moisand Fitzgerald Tamayo
Florida
$6.85K
PWMG
983
Private Wealth Management Group
New Jersey
$6.85K
GXJ
984
Global X Japan
Japan
$6.85K
TWD
985
True Wealth Design
Ohio
$6.6K
MAM
986
Meeder Asset Management
Ohio
$6.23K
JFA
987
JNBA Financial Advisors
Minnesota
$6.23K
TIM
988
Tortoise Investment Management
New York
$6.23K
TFGT
989
TS Financial Group (TSFG)
Illinois
$6K
S
990
Sachetta
Massachusetts
$5.92K
BWL
991
Bogart Wealth LLC
Virginia
$5.61K
NWM
992
Nova Wealth Management
Florida
$5.59K
BCMLT
993
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.01K
DPW
994
DiNuzzo Private Wealth
Pennsylvania
$4.98K
DJSG
995
D.J. St. Germain
Massachusetts
$4.67K
AS
996
Altshuler Shaham
Israel
$4.05K
ACM
997
Anfield Capital Management
California
$3.74K
CWM
998
Crowley Wealth Management
Delaware
$3.74K
CSC
999
Caldwell Sutter Capital
California
$3.74K
CIAS
1000
CBIZ Investment Advisory Services
Ohio
$3.43K