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W.R. Berkley
947 hedge funds and large institutions have $20B invested in W.R. Berkley in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 311 increasing their positions, 351 reducing their positions, and 100 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 100
16% more call options, than puts
Call options by funds: $16.8M | Put options by funds: $14.5M
10.11% more ownership
Funds ownership: 64.73% → 74.84% (+10%)
5% more capital invested
Capital invested by funds: $19B → $20B (+$971M)
2% more funds holding
Funds holding: 930 → 947 (+17)
11% less repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 351
37% less funds holding in top 10
Funds holding in top 10: 19 → 12 (-7)
Holders
947
Holders Change
+17
Holders Change %
+1.83%
% of All Funds
11.52%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.15%
New
133
Increased
311
Reduced
351
Closed
100
Calls
$16.8M
Puts
$14.5M
Net Calls
+$2.37M
Net Calls Change
-$17M
Top Buyers
| 1 |
UBS AM
Chicago,
Illinois
|
+$163M |
| 2 |
Goldman Sachs
New York
|
+$84.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$66.8M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$65.2M |
Top Sellers
| 1 |
JFG
Jefferies Financial Group
New York
|
-$683M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$249M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$187M |
| 4 |
Morgan Stanley
New York
|
-$148M |
| 5 |
JP Morgan Chase
New York
|
-$144M |
