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Verisk Analytics

1,045 hedge funds and large institutions have $39.6B invested in Verisk Analytics in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 384 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:

0.82% more ownership

Funds ownership: 90.16%90.98% (+0.82%)

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
1,045
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
CIAS
1001
CBIZ Investment Advisory Services
Ohio
$3.43K
OP
1002
ORG Partners
Indiana
$3.13K
BLC
1003
Brown, Lisle/Cummings
Rhode Island
$3.12K
IWM
1004
IMG Wealth Management
Florida
$3.12K
DWM
1005
Dogwood Wealth Management
Kansas
$3.02K
TCM
1006
TD Capital Management
Tennessee
$2.83K
BHWM
1007
Beaird Harris Wealth Management
Texas
$2.8K
PWA
1008
Principia Wealth Advisory
Texas
$2.8K
BTD
1009
BankPlus Trust Department
Mississippi
$2.49K
BFS
1010
Bare Financial Services
Pennsylvania
$2.49K
CTB
1011
Country Trust Bank
Illinois
$2.49K
PP
1012
Pacifica Partners
Canada
$2.47K
HWA
1013
HHM Wealth Advisors
Tennessee
$2.18K
HNW
1014
High Note Wealth
Minnesota
$2.18K
AEPWM
1015
Atlantic Edge Private Wealth Management
Florida
$2.18K
BI
1016
Binnacle Investments
Iowa
$2.18K
PWM
1017
Parkworth Wealth Management
California
$2.18K
PWA
1018
Physician Wealth Advisors
Utah
$2.18K
BHWM
1019
Bay Harbor Wealth Management
Maryland
$2.18K
FCAS
1020
First Command Advisory Services
Texas
$1.87K
ACM
1021
Accent Capital Management
Ohio
$1.87K
SRCM
1022
Signature Resources Capital Management
California
$1.87K
MSWM
1023
Mowery & Schoenfeld Wealth Management
Illinois
$1.56K
GC
1024
Garde Capital
Washington
$1.56K
NMG
1025
New Millennium Group
Utah
$1.56K