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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
PWMAG
1051
Pinnacle Wealth Management Advisory Group
New Jersey
HCP
1052
Holt Capital Partners
Texas
GWA
1053
Gratus Wealth Advisors
Virginia
FLPIM
1054
F.L. Putnam Investment Management
Massachusetts
PFM
1055
Patton Fund Management
Texas
RT
1056
Rockland Trust
Massachusetts
MOS
1057
MGO One Seven
Ohio
GLA
1058
Great Lakes Advisors
Illinois
ET
1059
Equitable Trust
Tennessee
JTWM
1060
Jackson Thornton Wealth Management
Alabama
LCS
1061
Levin Capital Strategies
New York
OGC
1062
One68 Global Capital
New York
BWP
1063
BSW Wealth Partners
Colorado
QI
1064
Qtron Investments
Massachusetts
PCP
1065
Proficio Capital Partners
Massachusetts
VFA
1066
Valeo Financial Advisors
Indiana
GVAG
1067
Great Valley Advisor Group
Delaware
CIS
1068
Capital International Sarl
California
EW
1069
Evoke Wealth
California
CAM
1070
Congress Asset Management
Massachusetts
SHJ
1071
Sharkey, Howes & Javer
Colorado
DT
1072
Diversified Trust
Tennessee
M
1073
MATAURO
New York
TCBWMS
1074
Texas Capital Bank Wealth Management Services
Texas
EAM
1075
Erste Asset Management
Austria