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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
WA
526
Wealth Alliance
New York
$592K -$2.7K -44 -0.5%
SFI
527
Siemens Fonds Invest
Germany
$588K -$320K -5,223 -39%
BBVA
528
Banco Bilbao Vizcaya Argentaria
Spain
$588K -$38K -620 -7%
RWM
529
Ritholtz Wealth Management
New York
$585K +$35.2K +574 +8%
FFM
530
Fullerton Fund Management
Singapore
$585K +$504K +8,217 New
AAM
531
Advisors Asset Management
Colorado
$584K -$211K -3,444 -30%
FA
532
Fiduciary Alliance
South Carolina
$581K +$44.9K +733 +10%
AO
533
Advisor OS
Illinois
$579K -$62.2K -1,015 -11%
EWA
534
EverSource Wealth Advisors
Alabama
$578K -$30.3K -494 -6%
SSA
535
Schonfeld Strategic Advisors
New York
$575K -$217K -3,548 -31%
SCA
536
Snowden Capital Advisors
New York
$574K -$73.4K -1,197 -13%
AWM
537
Avior Wealth Management
Nebraska
$571K +$9.5K +155 +2%
Baird Financial Group
538
Baird Financial Group
Wisconsin
$569K +$8.64K +141 +2%
WPC
539
Wedmont Private Capital
Pennsylvania
$567K +$14.7K +240 +3%
MYAM
540
Meiji Yasuda Asset Management
Japan
$566K -$2.17M -35,392 -82%
GAM
541
Groupama Asset Management
France
$558K +$480K +7,834 New
BMSSC
542
B. Metzler seel. Sohn & Co
Germany
$550K
IWM
543
IHT Wealth Management
Illinois
$546K +$170K +2,779 +57%
GWM
544
Gibbs Wealth Management
Georgia
$540K +$93.4K +1,524 +25%
BFS
545
Bard Financial Services
Connecticut
$540K
WANY
546
Wealthspire Advisors (New York)
New York
$539K +$69.1K +1,128 +17%
AFO
547
Aurelius Family Office
New Hampshire
$535K -$458K -7,480 -50%
FRM
548
Fox Run Management
Connecticut
$532K -$1.14M -18,582 -71%
BBHC
549
Brown Brothers Harriman & Co
New York
$529K +$33.9K +553 +8%
TCM
550
Tufton Capital Management
Maryland
$528K