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Verisk Analytics
VRSK

Overview Fund Activity

1,043 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, 383 increasing their positions, 364 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+30
Holders Change %
+2.96%
% of All Funds
13.99%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
128
Increased
383
Reduced
364
Closed
80
Calls
$23M
Puts
$42.6M
Net Calls
-$19.6M
Net Calls Change
-$24.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.75B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$79.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$128M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$172M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$70.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$378M
2
NL
Nuveen LLC
North Carolina
$381M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$147M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
5
Two Sigma Investments
Two Sigma Investments
New York
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
BLC
1001
Brown, Lisle/Cummings
Rhode Island
$3.12K – – –
IWM
1002
IMG Wealth Management
Florida
$3.12K +$3.12K +10 New
DWM
1003
Dogwood Wealth Management
Kansas
$3.03K +$1.51K +5 +100%
TCM
1004
TD Capital Management
Tennessee
$2.83K – – –
BHWM
1005
Beaird Harris Wealth Management
Texas
$2.8K – – –
PWA
1006
Principia Wealth Advisory
Texas
$2.8K +$1.56K +5 +125%
BTD
1007
BankPlus Trust Department
Mississippi
$2.49K – – –
BFS
1008
Bare Financial Services
Pennsylvania
$2.49K +$2.18K +7 +700%
CTB
1009
Country Trust Bank
Illinois
$2.49K +$2.49K +8 New
PP
1010
Pacifica Partners
Canada
$2.47K +$2.47K +8 New
HWA
1011
HHM Wealth Advisors
Tennessee
$2.18K – – –
AEPWM
1012
Atlantic Edge Private Wealth Management
Florida
$2.18K – – –
HNW
1013
High Note Wealth
Minnesota
$2.18K – – –
BI
1014
Binnacle Investments
Iowa
$2.18K +$935 +3 +75%
PWM
1015
Parkworth Wealth Management
California
$2.18K +$1.25K +4 +133%
PWA
1016
Physician Wealth Advisors
Utah
$2.18K +$2.18K +7 New
BHWM
1017
Bay Harbor Wealth Management
Maryland
$2.18K +$934 +3 +75%
ACM
1018
Accent Capital Management
Ohio
$1.87K – – –
FCAS
1019
First Command Advisory Services
Texas
$1.87K – – –
SRCM
1020
Signature Resources Capital Management
California
$1.87K +$1.87K +6 New
MSWM
1021
Mowery & Schoenfeld Wealth Management
Illinois
$1.56K – – –
GC
1022
Garde Capital
Washington
$1.56K – – –
NMG
1023
New Millennium Group
Utah
$1.56K – – –
ACA
1024
American Capital Advisory
Idaho
$1.56K +$1.25K +4 +400%
SC
1025
Stephens Consulting
Michigan
$1.56K +$1.56K +5 New
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