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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: 12 → 29 (+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: 873 → 912 (+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
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$228M |
| 2 |
Royal London Asset Management
United Kingdom
|
+$146M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$75.9M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$57.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$55.4M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$158M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$126M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$77.8M |
| 4 |
Millennium Management
New York
|
-$46.3M |
| 5 |
Goldman Sachs
New York
|
-$37.1M |
