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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 %
CI Investments Inc
626
CI Investments Inc
Ontario, Canada
$335K +$116K +1,625 +53%
DAS
627
Diversify Advisory Services
Utah
$330K -$599K -8,410 -64%
AAM
628
Aureus Asset Management
Massachusetts
$330K
IA
629
IFP Advisors
Florida
$327K -$97.2K -1,366 -23%
IA
630
IFG Advisory
Georgia
$327K -$65.4K -919 -17%
HI
631
Harbour Investments
Wisconsin
$324K +$69.1K +971 +27%
HBT
632
Heartland Bank & Trust
Illinois
$324K +$324K +4,559 New
CWM
633
Cornerstone Wealth Management
Missouri
$321K
FCP
634
Fidelis Capital Partners
Florida
$320K -$4.3K -61 -1%
CAM
635
Cresset Asset Management
Illinois
$313K -$68.4K -961 -18%
CI
636
CX Institutional
Indiana
$312K +$60.4K +850 +24%
Jane Street
637
Jane Street
New York
$311K -$16.8M -235,486 -98%
II
638
Inspire Investing
Idaho
$311K -$1.01M -14,165 -76%
PTP
639
Platform Technology Partners
New York
$310K
HI
640
Horizon Investments
North Carolina
$309K +$13.9K +195 +5%
Koshinski Asset Management
641
Koshinski Asset Management
Illinois
$309K +$17.8K +250 +6%
MPIA
642
Mountain Pacific Investment Advisers
Idaho
$303K
TSMHT
643
Thurston Springer Miller Herd & Titak
Indiana
$301K +$158K +2,220 +111%
PA
644
Profund Advisors
Maryland
$299K -$18K -253 -6%
ST
645
Somerset Trust
Pennsylvania
$297K -$4.41K -62 -1%
CCA
646
Checchi Capital Advisers
California
$297K -$1.78K -25 -0.6%
LAM
647
L2 Asset Management
Massachusetts
$296K +$296K +4,160 New
WA
648
Waverly Advisors
Alabama
$294K +$29.7K +418 +11%
SWP
649
Significant Wealth Partners
Illinois
$293K +$46.6K +655 +19%
WC
650
Wexford Capital
Florida
$292K