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Verisk Analytics

945 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, 336 increasing their positions, 361 reducing their positions, and 177 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: 177

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
945
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
WANY
1026
Wealthspire Advisors (New York)
New York
RCA
1027
Resonant Capital Advisors
Wisconsin
PCIA
1028
Prime Capital Investment Advisors
Kansas
RA
1029
RFG Advisory
Alabama
SMA
1030
Sage Mountain Advisors
Georgia
BRWA
1031
B. Riley Wealth Advisors
Florida
MSCM
1032
McElhenny Sheffield Capital Management
Texas
PPW
1033
Parcion Private Wealth
Washington
CPA
1034
Capital Performance Advisors
California
SCP
1035
Sivia Capital Partners
California
PA
1036
Pinnacle Associates
New York
DWT
1037
Dorsey & Whitney Trust
South Dakota
DG
1038
DMC Group
Alabama
AWA
1039
Arkadios Wealth Advisors
Georgia
EH
1040
Equitable Holdings
New York
NWAG
1041
Net Worth Advisory Group
Utah
EFS
1042
Essex Financial Services
Connecticut
AA
1043
Apriem Advisors
California
SC
1044
SummitTX Capital
Texas
BC
1045
Burney Company
Virginia
LA
1046
LVW Advisors
New York
TCM
1047
Tandem Capital Management
New Jersey
PWMAG
1048
Pinnacle Wealth Management Advisory Group
New Jersey
HCP
1049
Holt Capital Partners
Texas
GWA
1050
Gratus Wealth Advisors
Virginia