We are live on ! Find out more
WRB icon

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
AF
626
Allworth Financial
California
$347K +$17.6K +287 +6%
OC
627
Oppenheimer & Co
New York
$345K +$11.9K +194 +4%
PCA
628
Pallas Capital Advisors
Massachusetts
$343K +$295K +4,817 New
AFG
629
Atomi Financial Group
New York
$342K -$3.98K -65 -1%
AWM
630
Apollon Wealth Management
South Carolina
$340K +$39.2K +640 +15%
VFA
631
Valeo Financial Advisors
Indiana
$340K +$3.74K +61 +1%
CW
632
CreativeOne Wealth
Kansas
$338K -$10.5K -172 -3%
ISL
633
Ingalls & Snyder LLC
New York
$336K -$3.62K -59 -1%
CI Investments Inc
634
CI Investments Inc
Ontario, Canada
$335K +$99.6K +1,625 +53%
DAS
635
Diversify Advisory Services
Utah
$330K -$515K -8,410 -64%
AAM
636
Aureus Asset Management
Massachusetts
$330K
IA
637
IFP Advisors
Florida
$327K -$83.7K -1,366 -23%
IA
638
IFG Advisory
Georgia
$327K -$56.3K -919 -17%
HI
639
Harbour Investments
Wisconsin
$324K +$59.5K +971 +27%
HBT
640
Heartland Bank & Trust
Illinois
$324K +$279K +4,559 New
CWM
641
Cornerstone Wealth Management
Missouri
$321K
FCP
642
Fidelis Capital Partners
Florida
$320K -$3.74K -61 -1%
CAM
643
Cresset Asset Management
Illinois
$313K -$58.9K -961 -18%
CI
644
CX Institutional
Indiana
$312K +$52.1K +850 +24%
Jane Street
645
Jane Street
New York
$311K -$14.4M -235,486 -98%
II
646
Inspire Investing
Idaho
$311K -$868K -14,165 -76%
PTP
647
Platform Technology Partners
New York
$310K
HI
648
Horizon Investments
North Carolina
$309K +$12K +195 +5%
Koshinski Asset Management
649
Koshinski Asset Management
Illinois
$309K +$15.3K +250 +6%
MPIA
650
Mountain Pacific Investment Advisers
Idaho
$303K