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Verisk Analytics

950 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 338 increasing their positions, 364 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: 128 | Existing positions closed: 176

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
950
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
FPAS
1026
Focus Partners Advisor Solutions
Missouri
LAS
1027
LWM Advisory Services
Florida
HCM
1028
Hengehold Capital Management
Ohio
Walleye Trading
1029
Walleye Trading
New York
WANY
1030
Wealthspire Advisors (New York)
New York
RCA
1031
Resonant Capital Advisors
Wisconsin
PCIA
1032
Prime Capital Investment Advisors
Kansas
RA
1033
RFG Advisory
Alabama
SMA
1034
Sage Mountain Advisors
Georgia
BRWA
1035
B. Riley Wealth Advisors
Florida
MSCM
1036
McElhenny Sheffield Capital Management
Texas
PPW
1037
Parcion Private Wealth
Washington
CPA
1038
Capital Performance Advisors
California
SCP
1039
Sivia Capital Partners
California
PA
1040
Pinnacle Associates
New York
DWT
1041
Dorsey & Whitney Trust
South Dakota
DG
1042
DMC Group
Alabama
AWA
1043
Arkadios Wealth Advisors
Georgia
EH
1044
Equitable Holdings
New York
NWAG
1045
Net Worth Advisory Group
Utah
EFS
1046
Essex Financial Services
Connecticut
AA
1047
Apriem Advisors
California
SC
1048
SummitTX Capital
Texas
BC
1049
Burney Company
Virginia
LA
1050
LVW Advisors
New York