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Verisk Analytics

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, 382 increasing their positions, 365 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
1,043
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
BLC
1001
Brown, Lisle/Cummings
Rhode Island
$3.12K
IWM
1002
IMG Wealth Management
Florida
$3.12K
DWM
1003
Dogwood Wealth Management
Kansas
$3.02K
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
BTD
1007
BankPlus Trust Department
Mississippi
$2.49K
BFS
1008
Bare Financial Services
Pennsylvania
$2.49K
CTB
1009
Country Trust Bank
Illinois
$2.49K
PP
1010
Pacifica Partners
Canada
$2.47K
AEPWM
1011
Atlantic Edge Private Wealth Management
Florida
$2.18K
HNW
1012
High Note Wealth
Minnesota
$2.18K
HWA
1013
HHM Wealth Advisors
Tennessee
$2.18K
BI
1014
Binnacle Investments
Iowa
$2.18K
PWM
1015
Parkworth Wealth Management
California
$2.18K
PWA
1016
Physician Wealth Advisors
Utah
$2.18K
BHWM
1017
Bay Harbor Wealth Management
Maryland
$2.18K
FCAS
1018
First Command Advisory Services
Texas
$1.87K
ACM
1019
Accent Capital Management
Ohio
$1.87K
SRCM
1020
Signature Resources Capital Management
California
$1.87K
NMG
1021
New Millennium Group
Utah
$1.56K
MSWM
1022
Mowery & Schoenfeld Wealth Management
Illinois
$1.56K
GC
1023
Garde Capital
Washington
$1.56K
ACA
1024
American Capital Advisory
Idaho
$1.56K
SC
1025
Stephens Consulting
Michigan
$1.56K