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Verisk Analytics

984 hedge funds and large institutions have $31.8B invested in Verisk Analytics in 2025 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 371 increasing their positions, 373 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less capital invested

Capital invested by funds: $39.7B → $31.8B (-$7.89B)

33% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 138

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
984
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.3M
Puts
$6.13M
Net Calls
Net Calls Change

Top Buyers

1 +$320M
2 +$170M
3 +$145M
4
Squarepoint
Squarepoint
New York
+$135M
5
First Trust Advisors
First Trust Advisors
Illinois
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1051
Winthrop Advisory Group
Massachusetts
TWM
1052
Trueblood Wealth Management
Ohio
LAM
1053
Longboard Asset Management
Arizona
OIA
1054
OneDigital Investment Advisors
Kansas
S
1055
Sunpointe
Missouri
GPW
1056
Genesis Private Wealth
Virginia
KFC
1057
Klingenstein Fields & Co
New York
GAM
1058
Gemmer Asset Management
California
GWM
1059
Gitterman Wealth Management
New Jersey
S
1060
SimplyRich
California
DWM
1061
Drive Wealth Management
Utah
AA
1062
Alta Advisers
United Kingdom
NCFG
1063
New Century Financial Group
New Jersey
PWPS
1064
Pinnacle Wealth Planning Services
Ohio
MWM
1065
Maridea Wealth Management
New York
CCA
1066
Childress Capital Advisors
Texas
UB
1067
Umpqua Bank
Oregon
OF
1068
Optimize Financial
California
OC
1069
Oppenheimer & Co
New York
BA
1070
Bristlecone Advisors
Washington
GCM
1071
GKV Capital Management
California
CRI
1072
Colonial River Investments
Virginia
AWM
1073
Axxcess Wealth Management
California
SAI
1074
Savvy Advisors Inc
New York
SCM
1075
SCS Capital Management
Massachusetts