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Verisk Analytics

994 hedge funds and large institutions have $31.8B invested in Verisk Analytics in 2025 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 378 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

20% less capital invested

Capital invested by funds: $39.7B → $31.8B (-$7.87B)

32% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 139

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
994
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 +$350M
2 +$186M
3 +$159M
4
Squarepoint
Squarepoint
New York
+$147M
5
First Trust Advisors
First Trust Advisors
Illinois
+$146M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1101
Opal Wealth Advisors
New York
RI
1102
Ridgewood Investments
New Jersey
WA
1103
Whipplewood Advisors
Colorado
SO
1104
Sierra Ocean
California
PD
1105
Point72 (DIFC)
United Arab Emirates
TPWA
1106
Twin Peaks Wealth Advisors
California
MYIA
1107
Mount Yale Investment Advisors
Colorado
NC
1108
NewSquare Capital
Pennsylvania
SAS
1109
Spurstone Advisory Services
Connecticut
Optiver Holding
1110
Optiver Holding
Netherlands
OCM
1111
Osterweis Capital Management
California
AC
1112
AlphaCore Capital
California
BCM
1113
Boreal Capital Management
Florida
CWP
1114
Clark Wealth Partners
Illinois
RFS
1115
Richardson Financial Services
Massachusetts
SC
1116
Solstein Capital
California
M
1117
MOTCO
Texas
WCM
1118
WealthTrak Capital Management
Virginia
TFGT
1119
TS Financial Group (TSFG)
Illinois
BCMLT
1120
Beacon Capital Management LLC (Tennessee)
Tennessee
DWM
1121
Dogwood Wealth Management
Kansas
PP
1122
Pacifica Partners
Canada
HWA
1123
HHM Wealth Advisors
Tennessee
ACM
1124
Accent Capital Management
Ohio
GC
1125
Garde Capital
Washington