VRSK icon

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 %
WPA
1001
Wealth Preservation Advisors
Tennessee
$893 +$893 +3 New
OW
1002
Olistico Wealth
Oklahoma
$893 +$893 +3 New
AP
1003
Aspect Partners
Virginia
$595 -$893 -3 -60%
SFCL
1004
Strengthening Families & Communities LLC
Massachusetts
$595 – – –
PIS
1005
POM Investment Strategies
North Carolina
$595 – – –
CIAS
1006
CBIZ Investment Advisory Services
Ohio
$595 +$595 +2 New
RWM
1007
Ruedi Wealth Management
Illinois
$298 – – –
CIA
1008
Cape Investment Advisory
Georgia
$298 – – –
RJA
1009
Ross\Johnson & Associates
Minnesota
$298 +$298 +1 New
SFG
1010
Stonebridge Financial Group
Pennsylvania
$298 +$298 +1 New
ACA
1011
American Capital Advisory
Idaho
$298 +$298 +1 New
BFS
1012
Bare Financial Services
Pennsylvania
$298 +$298 +1 New
Norges Bank
1013
Norges Bank
Norway
– -$527M -1,912,194 Closed
Balyasny Asset Management
1014
Balyasny Asset Management
Illinois
– -$61.8M -224,419 Closed
WorldQuant Millennium Advisors
1015
WorldQuant Millennium Advisors
New York
– -$35.5M -129,058 Closed
MSE
1016
MUFG Securities EMEA
United Kingdom
– -$27.8M -101,000 Closed
Fidelity International
1017
Fidelity International
Bermuda
– -$20M -72,650 Closed
BCM
1018
Bowie Capital Management
Texas
– -$18.2M -65,966 Closed
N
1019
Natixis
France
– -$9.58M -34,777 Closed
PI
1020
PineBridge Investments
New York
– -$4.36M -15,842 Closed
FHB
1021
First Hawaiian Bank
Hawaii
– -$2.67M -9,682 Closed
ZIM
1022
Zacks Investment Management
Illinois
– -$2.45M -8,893 Closed
VHAM
1023
Van Hulzen Asset Management
California
– -$2.15M -7,800 Closed
BMCM
1024
Bryn Mawr Capital Management
Pennsylvania
– -$1.87M -6,785 Closed
CFGS
1025
Concourse Financial Group Securities
Alabama
– -$1.78M -6,366 Closed
39 40
41
42 43