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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 %
FWP
626
Firethorn Wealth Partners
Georgia
$270K +$1.87K +32 +0.7%
AF
627
Allworth Financial
California
$269K +$151K +2,562 +129%
AC
628
Avestar Capital
New York
$267K +$16.9K +289 +7%
S
629
SignatureFD
Georgia
$266K +$3.39K +58 +1%
Bank Julius Baer & Co
630
Bank Julius Baer & Co
Switzerland
$265K -$69.1K -1,070 -21%
CWM
631
Cornerstone Wealth Management
Missouri
$264K
PA
632
Profund Advisors
Maryland
$261K -$29.5K -504 -10%
MSA
633
MUFG Securities Americas
New York
$260K +$260K +4,445 New
NRD
634
Nebula Research & Development
New York
$259K -$119K -2,030 -31%
BRWA
635
B. Riley Wealth Advisors
Florida
$258K -$13.5K -230 -5%
NP
636
NorthRock Partners
Minnesota
$257K +$1.81K +31 +0.7%
PTP
637
Platform Technology Partners
New York
$255K -$102K -1,751 -29%
FIA
638
Foundations Investment Advisors
Arizona
$253K +$8.66K +148 +4%
MPIA
639
Mountain Pacific Investment Advisers
Idaho
$249K
ST
640
Somerset Trust
Pennsylvania
$248K -$55.8K -953 -18%
CCA
641
Checchi Capital Advisers
California
$245K +$3.75K +64 +2%
MGIA
642
Moneta Group Investment Advisors
Missouri
$245K +$7.61K +130 +3%
DWP
643
Daymark Wealth Partners
Ohio
$243K -$28.2K -482 -10%
HI
644
Horizon Investments
North Carolina
$243K +$3.8K +65 +2%
AWM
645
Apollon Wealth Management
South Carolina
$242K +$3.16K +54 +1%
WC
646
Wexford Capital
Florida
$240K
ODG
647
O'Dell Group
Ohio
$237K
LI
648
LRI Investments
Florida
$235K
GWMIA
649
Global Wealth Management Investment Advisory
Florida
$234K -$19.3K -330 -8%
CFG
650
Cornerstone Financial Group
Nebraska
$233K +$233K +3,975 New