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Verisk Analytics

949 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 337 increasing their positions, 363 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $28.7B → $24.6B (-$4.08B)

27% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 176

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
949
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$270M
Puts
$125M
Net Calls
Net Calls Change

Top Buyers

1 +$582M
2 +$347M
3 +$288M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$286M
5
BAMCO Inc
BAMCO Inc
New York
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
1026
LWM Advisory Services
Florida
HCM
1027
Hengehold Capital Management
Ohio
Walleye Trading
1028
Walleye Trading
New York
WANY
1029
Wealthspire Advisors (New York)
New York
RCA
1030
Resonant Capital Advisors
Wisconsin
PCIA
1031
Prime Capital Investment Advisors
Kansas
RA
1032
RFG Advisory
Alabama
SMA
1033
Sage Mountain Advisors
Georgia
BRWA
1034
B. Riley Wealth Advisors
Florida
MSCM
1035
McElhenny Sheffield Capital Management
Texas
PPW
1036
Parcion Private Wealth
Washington
CPA
1037
Capital Performance Advisors
California
SCP
1038
Sivia Capital Partners
California
PA
1039
Pinnacle Associates
New York
DWT
1040
Dorsey & Whitney Trust
South Dakota
DG
1041
DMC Group
Alabama
AWA
1042
Arkadios Wealth Advisors
Georgia
EH
1043
Equitable Holdings
New York
NWAG
1044
Net Worth Advisory Group
Utah
EFS
1045
Essex Financial Services
Connecticut
AA
1046
Apriem Advisors
California
SC
1047
SummitTX Capital
Texas
BC
1048
Burney Company
Virginia
LA
1049
LVW Advisors
New York
TCM
1050
Tandem Capital Management
New Jersey