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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
GWM
1101
Greenline Wealth Management
Florida
LIA
1102
Luken Investment Analytics
Tennessee
IWM
1103
IMG Wealth Management
Florida
IIM
1104
IFC & Insurance Marketing
California
NWM
1105
Nova Wealth Management
Florida
ANBT
1106
American National Bank & Trust
Texas
MA
1107
Modus Advisors
Minnesota
CMA
1108
Cedar Mountain Advisors
Oregon
BFS
1109
Bare Financial Services
Pennsylvania
MSWM
1110
Mowery & Schoenfeld Wealth Management
Illinois
WAG
1111
Wilkerson Advisory Group
Missouri
OC
1112
Optima Capital
Oregon
DT
1113
DV Trading
Illinois
WWM
1114
Wolff Wiese Magana
California
CIA
1115
Cape Investment Advisory
Georgia
TFA
1116
Toth Financial Advisory
Virginia
MMCM
1117
Murphy & Mullick Capital Management
New York
TPBG
1118
Turning Point Benefit Group
Maryland
BIM
1119
Breakwater Investment Management
Washington
1CP
1120
1015 Capital Partners
Pennsylvania
SFCL
1121
Strengthening Families & Communities LLC
Massachusetts
NL
1122
NorthAvenue LLC
Ohio
WBC
1123
West Branch Capital
Massachusetts
JWM
1124
Jessup Wealth Management
Ohio
WW
1125
Winnow Wealth
Texas