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Verisk Analytics

975 hedge funds and large institutions have $31.7B invested in Verisk Analytics in 2025 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 368 increasing their positions, 367 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more 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: $39.6B → $31.7B (-$7.9B)

30% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 135

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
975
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
DWM
1051
Drive Wealth Management
Utah
NCFG
1052
New Century Financial Group
New Jersey
AA
1053
Alta Advisers
United Kingdom
PWPS
1054
Pinnacle Wealth Planning Services
Ohio
MWM
1055
Maridea Wealth Management
New York
CCA
1056
Childress Capital Advisors
Texas
UB
1057
Umpqua Bank
Oregon
OF
1058
Optimize Financial
California
OC
1059
Oppenheimer & Co
New York
BA
1060
Bristlecone Advisors
Washington
GCM
1061
GKV Capital Management
California
SAI
1062
Savvy Advisors Inc
New York
CRI
1063
Colonial River Investments
Virginia
AWM
1064
Axxcess Wealth Management
California
SCM
1065
SCS Capital Management
Massachusetts
CI
1066
Conning Inc
Connecticut
LA
1067
LVW Advisors
New York
PP
1068
PDS Planning
Ohio
HCMG
1069
Howard Capital Management Group
California
BRWA
1070
B. Riley Wealth Advisors
Florida
FIA
1071
Foundations Investment Advisors
Arizona
PCP
1072
Panoramic Capital Partners
Oregon
HSA
1073
HBK Sorce Advisory
Pennsylvania
BONST
1074
Bank of Nova Scotia Trust
Ontario, Canada
TIA
1075
Trust Investment Advisors
Indiana