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W.R. Berkley

897 hedge funds and large institutions have $18.2B invested in W.R. Berkley in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
+35
Holders Change %
+4.06%
% of All Funds
12.18%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.39%
New
123
Increased
325
Reduced
328
Closed
71
Calls
$17.6M
Puts
$8.4M
Net Calls
+$9.25M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
576
Axxcess Wealth Management
California
$454K +$16.2K +228 +4%
CCP
577
Carmel Capital Partners
California
$446K +$285 +4 +0.1%
AIM
578
Aigen Investment Management
New York
$444K -$314K -4,409 -41%
PCIA
579
Prime Capital Investment Advisors
Kansas
$439K +$29.9K +420 +7%
QCG
580
Quadrant Capital Group
Ohio
$439K +$200K +2,805 +83%
RWP
581
RWA Wealth Partners
Massachusetts
$437K
LCWP
582
Legacy Capital Wealth Partners
Arkansas
$435K -$114K -1,599 -21%
TWM
583
Thrive Wealth Management
Pennsylvania
$434K +$55.8K +784 +15%
MG
584
Mather Group
Illinois
$422K +$10.1K +142 +2%
RBC
585
Romano Brothers & Co
Illinois
$421K
PWG
586
Portside Wealth Group
Utah
$419K +$88.5K +1,244 +27%
CCWM
587
Cassaday & Co Wealth Management
Virginia
$415K -$3.77K -53 -0.9%
Walleye Capital
588
Walleye Capital
New York
$412K -$2.98M -41,885 -88%
SAM
589
Shell Asset Management
Netherlands
$411K -$16.9K -238 -4%
PS
590
Principal Securities
Iowa
$407K
EC
591
EntryPoint Capital
New York
$405K +$126K +1,775 +45%
GCWM
592
Graham Capital Wealth Management
District of Columbia
$404K
AA
593
ALPS Advisors
Colorado
$399K -$33.5K -471 -8%
PGFC
594
Peapack-Gladstone Financial Corp
New Jersey
$393K +$3.99K +56 +1%
CG
595
Cynosure Group
Utah
$389K +$28.4K +399 +8%
SAM
596
Strategy Asset Managers
California
$387K +$387K +5,434 New
ATPW
597
Ashton Thomas Private Wealth
Arizona
$386K +$36K +506 +10%
CL
598
Choreo LLC
Illinois
$384K -$7.19K -101 -2%
MWM
599
Mission Wealth Management
California
$382K +$382K +5,375 New
MSA
600
MUFG Securities Americas
New York
$378K +$61.9K +870 +20%