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W.R. Berkley

862 hedge funds and large institutions have $15.5B invested in W.R. Berkley in 2024 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 341 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+77
Holders Change %
+9.81%
% of All Funds
11.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
126
Increased
341
Reduced
255
Closed
39
Calls
$10.4M
Puts
$6.69M
Net Calls
+$3.71M
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
1C
601
111 Capital
France
$304K +$304K +5,187 New
HAS
602
Horizon Advisory Services
New York
$303K +$303K +5,172 New
CA
603
Clearstead Advisors
Ohio
$302K -$6.79K -116 -2%
PWAC
604
Private Wealth Advisors (California)
California
$298K +$410 +7 +0.1%
NI
605
NDVR Inc
Massachusetts
$298K +$19.2K +328 +7%
VI
606
Vestcor Inc
New Brunswick, Canada
$297K -$1.01M -17,316 -77%
CG
607
Cynosure Group
Utah
$296K -$83K -1,419 -22%
AMCA
608
Arthur M. Cohen & Associates
Illinois
$294K
XT
609
XTX Topco
Cayman Islands
$291K -$5.79K -99 -2%
FTWA
610
Fifth Third Wealth Advisors
Ohio
$291K +$291K +4,966 New
ATPW
611
Ashton Thomas Private Wealth
Arizona
$288K +$2.75K +47 +1%
CW
612
CreativeOne Wealth
Kansas
$288K -$135K -2,306 -32%
SWM
613
Spire Wealth Management
Virginia
$288K +$264K +4,504 +1,096%
IWM
614
IHT Wealth Management
Illinois
$286K -$117K -2,004 -29%
AFG
615
Atomi Financial Group
New York
$285K -$9.25K -158 -3%
ISL
616
Ingalls & Snyder LLC
New York
$280K -$1.93K -33 -0.7%
GM
617
GeoWealth Management
Illinois
$277K +$240K +4,095 +646%
VFA
618
Valeo Financial Advisors
Indiana
$276K -$293 -5 -0.1%
VT
619
Vise Technologies
New York
$275K +$275K +4,693 New
AWM
620
AE Wealth Management
Kansas
$274K +$21K +359 +8%
JWCA
621
J.W. Cole Advisors
Florida
$274K +$15.9K +271 +6%
FCP
622
Fidelis Capital Partners
Florida
$274K -$19.8K -333 -7%
OC
623
Oppenheimer & Co
New York
$272K +$30K +512 +12%
AAM
624
Aureus Asset Management
Massachusetts
$272K
PWG
625
Portside Wealth Group
Utah
$272K +$25.1K +429 +10%