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W.R. Berkley

912 hedge funds and large institutions have $18.7B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 331 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more funds holding in top 10

Funds holding in top 10: 1229 (+17)

110% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $8.4M

76% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 71

20% more capital invested

Capital invested by funds: $15.6B → $18.7B (+$3.09B)

4% more funds holding

Funds holding: 873912 (+39)

0.44% more ownership

Funds ownership: 68.73%69.16% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 331

Holders
912
Holders Change
+39
Holders Change %
+4.47%
% of All Funds
12.23%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
125
Increased
331
Reduced
331
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
276
Vident Advisory
Georgia
$2.96M +$1.63M +26,671 +179%
PFM
277
Patton Fund Management
Texas
$2.93M -$748K -12,211 -23%
TPCW
278
TD Private Client Wealth
New York
$2.93M -$143K -2,341 -5%
TAM
279
Tealwood Asset Management
Minnesota
$2.91M -$6.56K -107 -0.3%
BHCM
280
Brevan Howard Capital Management
Jersey
$2.91M +$1.08M +17,606 +76%
NYLIM
281
New York Life Investment Management
New York
$2.86M -$14.9K -243 -0.6%
Bank of Nova Scotia
282
Bank of Nova Scotia
Ontario, Canada
$2.8M -$10.9M -178,240 -82%
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
$2.78M -$5.55M -90,578 -70%
UM
284
UniSuper Management
Australia
$2.74M -$24.3K -397 -1%
ACM
285
Aurdan Capital Management
Pennsylvania
$2.73M -$1.35M -21,989 -36%
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$2.7M -$152K -2,477 -6%
YCM
287
Yousif Capital Management
Michigan
$2.7M +$23.7K +387 +1%
NAM
288
Nissay Asset Management
Japan
$2.68M +$28.4K +463 +1%
Mirae Asset Global ETFs Holdings
289
Mirae Asset Global ETFs Holdings
Hong Kong
$2.66M -$2.37M -38,700 -51%
HH
290
Hilltop Holdings
Texas
$2.65M -$35.7K -582 -2%
APIM
291
Agate Pass Investment Management
Washington
$2.64M -$67.4K -1,100 -3%
CWM
292
CIBC World Markets
New York
$2.59M -$688K -11,227 -24%
CIBC World Market
293
CIBC World Market
Ontario, Canada
$2.59M -$315K -5,138 -12%
LCM
294
LRT Capital Management
Texas
$2.56M +$525K +8,559 +31%
OAM
295
Ostrum Asset Management
France
$2.5M -$429K -6,998 -17%
MOACM
296
Mutual of America Capital Management
New York
$2.48M -$70.2K -1,146 -3%
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$2.47M +$41.9K +684 +2%
ERIC
298
Eagle Rock Investment Company
Georgia
$2.43M +$2.1M +34,193 New
IMRF
299
Illinois Municipal Retirement Fund
Illinois
$2.43M
EF
300
Empowered Funds
Pennsylvania
$2.42M +$185K +3,013 +10%