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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
CHAM
551
Clear Harbor Asset Management
Connecticut
$528K +$59.3K +968 +15%
ACM
552
Adalta Capital Management
New York
$528K +$391K +6,375 +610%
LFAS
553
Level Four Advisory Services
Texas
$525K -$33.1K -540 -7%
PCM
554
Penserra Capital Management
California
$517K +$315K +5,133 +240%
FIM
555
Freedom Investment Management
Connecticut
$516K -$93.4K -1,524 -17%
GT
556
Greenleaf Trust
Michigan
$513K -$26.7K -436 -6%
BWM
557
Baron Wealth Management
Michigan
$512K -$11K -180 -2%
MF
558
Magnetar Financial
Illinois
$509K +$439K +7,156 New
EH
559
Equitable Holdings
New York
$509K +$27.5K +449 +7%
FFM
560
Forum Financial Management
Illinois
$506K +$436K +7,111 New
DC
561
Dorval Corp
Minnesota
$506K
SWP
562
Sagespring Wealth Partners
Tennessee
$502K +$27.3K +445 +7%
AAP
563
Arax Advisory Partners
Colorado
$497K +$301K +4,913 +238%
DZ Bank
564
DZ Bank
Germany
$493K -$269K -4,392 -39%
CFO
565
Callan Family Office
Pennsylvania
$491K -$778K -12,694 -65%
Bank Julius Baer & Co
566
Bank Julius Baer & Co
Switzerland
$490K +$170K +2,775 +68%
WAOI
567
Wealth Advisors of Iowa
Iowa
$490K
GPW
568
Genesis Private Wealth
Virginia
$488K -$72K -1,175 -15%
USAA
569
United Services Automobile Association
Texas
$488K +$419K +6,845 New
KeyBank National Association
570
KeyBank National Association
Ohio
$485K +$30.2K +492 +8%
IPAM
571
Investment Partners Asset Management
New Jersey
$480K
CIC
572
Crawford Investment Counsel
Georgia
$480K +$414K +6,750 New
FTWA
573
Fifth Third Wealth Advisors
Ohio
$478K +$107K +1,754 +35%
CIC
574
Carnegie Investment Counsel
Ohio
$475K +$409K +6,670 New
UCFA
575
United Capital Financial Advisors
Texas
$474K +$4.9K +80 +1%