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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
PGFC
601
Peapack-Gladstone Financial Corp
New Jersey
$393K +$3.43K +56 +1%
CG
602
Cynosure Group
Utah
$389K +$24.5K +399 +8%
SI
603
Severin Investments
Missouri
$388K +$13.7K +223 +4%
SAM
604
Strategy Asset Managers
California
$387K +$333K +5,434 New
ATPW
605
Ashton Thomas Private Wealth
Arizona
$386K +$31K +506 +10%
CL
606
Choreo LLC
Illinois
$384K -$6.19K -101 -2%
MWM
607
Mission Wealth Management
California
$382K +$329K +5,375 New
MSA
608
MUFG Securities Americas
New York
$378K +$53.3K +870 +20%
CCC
609
Compass Capital Corp
Massachusetts
$377K -$6.07K -99 -2%
HAG
610
HighPoint Advisor Group
Illinois
$377K +$19.4K +316 +6%
OCM
611
Osterweis Capital Management
California
$376K
HAS
612
Horizon Advisory Services
New York
$375K +$6.37K +104 +2%
FWP
613
Firethorn Wealth Partners
Georgia
$375K +$40.6K +662 +14%
BFG
614
Beacon Financial Group
Texas
$374K -$9.81K -160 -3%
S
615
SignatureFD
Georgia
$370K +$40.2K +656 +14%
AWM
616
AE Wealth Management
Kansas
$368K +$29.8K +487 +10%
FSA
617
Financial Security Advisor
Virginia
$368K -$3.31K -54 -1%
HKIMG
618
Hutchens & Kramer Investment Management Group
Indiana
$368K -$11.8K -192 -4%
SAM
619
Smartleaf Asset Management
Massachusetts
$365K -$10.4K -170 -3%
PWAC
620
Private Wealth Advisors (California)
California
$363K +$429 +7 +0.1%
VI
621
Vestcor Inc
New Brunswick, Canada
$362K +$981 +16 +0.3%
SWM
622
Spire Wealth Management
Virginia
$359K +$8.09K +132 +3%
GWM
623
Geneos Wealth Management
Colorado
$356K +$151K +2,456 +116%
MPM
624
MBB Public Markets
Illinois
$355K +$305K +4,984 New
NI
625
NDVR Inc
Massachusetts
$348K -$12.4K -202 -4%