We are live on ! Find out more
VRSK icon

Verisk Analytics

950 hedge funds and large institutions have $24.6B invested in Verisk Analytics in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 338 increasing their positions, 364 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: 128 | Existing positions closed: 176

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
950
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
PUI
1101
Purpose Unlimited Inc
GWM
1102
Greenline Wealth Management
Florida
LIA
1103
Luken Investment Analytics
Tennessee
IWM
1104
IMG Wealth Management
Florida
IIM
1105
IFC & Insurance Marketing
California
NWM
1106
Nova Wealth Management
Florida
ANBT
1107
American National Bank & Trust
Texas
MA
1108
Modus Advisors
Minnesota
BFS
1109
Bare Financial Services
Pennsylvania
CMA
1110
Cedar Mountain Advisors
Oregon
MSWM
1111
Mowery & Schoenfeld Wealth Management
Illinois
OC
1112
Optima Capital
Oregon
WAG
1113
Wilkerson Advisory Group
Missouri
CIA
1114
Cape Investment Advisory
Georgia
DT
1115
DV Trading
Illinois
WWM
1116
Wolff Wiese Magana
California
TFA
1117
Toth Financial Advisory
Virginia
MMCM
1118
Murphy & Mullick Capital Management
New York
TPBG
1119
Turning Point Benefit Group
Maryland
1CP
1120
1015 Capital Partners
Pennsylvania
BIM
1121
Breakwater Investment Management
Washington
SFCL
1122
Strengthening Families & Communities LLC
Massachusetts
JWM
1123
Jessup Wealth Management
Ohio
NL
1124
NorthAvenue LLC
Ohio
SHIM
1125
Stone House Investment Management
Pennsylvania