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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
GAA
576
Global Assets Advisory
Florida
$470K +$427K +6,968 New
NGA
577
Naples Global Advisors
Florida
$469K -$15.3K -250 -4%
PTC
578
Private Trust Company
Ohio
$460K -$5.7K -93 -1%
MPCG
579
Matrix Private Capital Group
New York
$458K -$185K -3,018 -32%
GC
580
Guggenheim Capital
Illinois
$456K -$42.4K -692 -10%
DI
581
Diligent Investors
California
$456K -$14.5K -237 -4%
SIA
582
Schechter Investment Advisors
Michigan
$455K -$13.8K -225 -3%
AWM
583
Axxcess Wealth Management
California
$454K +$14K +228 +4%
CCP
584
Carmel Capital Partners
California
$446K +$245 +4 +0.1%
AIM
585
Aigen Investment Management
New York
$444K -$270K -4,409 -41%
PCIA
586
Prime Capital Investment Advisors
Kansas
$439K +$25.7K +420 +7%
QCG
587
Quadrant Capital Group
Ohio
$439K +$172K +2,805 +83%
RWP
588
RWA Wealth Partners
Massachusetts
$437K
LCWP
589
Legacy Capital Wealth Partners
Arkansas
$435K -$98K -1,599 -21%
TWM
590
Thrive Wealth Management
Pennsylvania
$434K +$48K +784 +15%
MG
591
Mather Group
Illinois
$422K +$8.7K +142 +2%
RBC
592
Romano Brothers & Co
Illinois
$421K
PWG
593
Portside Wealth Group
Utah
$419K +$76.2K +1,244 +27%
CCWM
594
Cassaday & Co Wealth Management
Virginia
$415K -$3.25K -53 -0.9%
Walleye Capital
595
Walleye Capital
New York
$412K -$2.57M -41,885 -88%
SAM
596
Shell Asset Management
Netherlands
$411K -$14.6K -238 -4%
PS
597
Principal Securities
Iowa
$407K
EC
598
EntryPoint Capital
New York
$405K +$109K +1,775 +45%
GCWM
599
Graham Capital Wealth Management
District of Columbia
$404K
AA
600
ALPS Advisors
Colorado
$399K -$28.9K -471 -8%