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DoubleVerify

326 hedge funds and large institutions have $1.55B invested in DoubleVerify in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 135 increasing their positions, 86 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

95% more call options, than puts

Call options by funds: $6.73M | Put options by funds: $3.45M

57% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 86

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more funds holding

Funds holding: 294326 (+32)

2.47% less ownership

Funds ownership: 102.86%100.39% (-2.5%)

18% less capital invested

Capital invested by funds: $1.9B → $1.55B (-$351M)

Holders
326
Holders Change
+32
Holders Change %
+10.88%
% of All Funds
4.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
71
Increased
135
Reduced
86
Closed
33
Calls
$6.73M
Puts
$3.45M
Net Calls
+$3.28M
Net Calls Change
-$988K
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
226
Evolve Private Wealth
California
$137K +$26.4K +2,580 +22%
HWM
227
HB Wealth Management
Georgia
$137K +$147K +14,402 New
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$135K +$1.19K +116 +0.8%
HighTower Advisors
229
HighTower Advisors
Illinois
$134K +$144K +14,133 New
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$133K +$9.13K +893 +7%
EWA
231
EP Wealth Advisors
California
$132K +$142K +13,858 New
NAM
232
NorthCrest Asset Manangement
Minnesota
$130K +$20.8K +2,038 +19%
Lazard Asset Management
233
Lazard Asset Management
New York
$125K -$299K -29,222 -69%
HFS
234
Hantz Financial Services
Michigan
$125K +$85.9K +8,406 +178%
TPI
235
Trust Point Inc
Wisconsin
$123K -$5.55K -543 -4%
LP
236
LMR Partners
United Kingdom
$121K +$130K +12,734 New
BL
237
BFSG LLC
California
$120K +$73.7K +7,215 +133%
VPIM
238
Vanguard Personalized Indexing Management
California
$114K +$123K +11,988 New
JSW
239
Journey Strategic Wealth
New Jersey
$109K +$118K +11,521 New
SA
240
Sanctuary Advisors
Indiana
$107K +$116K +11,309 New
DC
241
Diametric Capital
Massachusetts
$102K +$110K +10,720 New
OR
242
Olympiad Research
Connecticut
$98.2K +$106K +10,333 New
AF
243
Allworth Financial
California
$95.4K +$54.7K +5,348 +114%
SGI
244
Summit Global Investments
Utah
$95K +$103K +10,041 New
GI
245
GAMMA Investing
California
$93.2K +$4.25K +416 +4%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$92K
EWA
247
EverSource Wealth Advisors
Alabama
$81.2K +$43.6K +4,270 +100%
RIL
248
Rothschild Investment LLC
Illinois
$72.3K +$45.6K +4,460 +142%
EP
249
Essential Partners
California
$67.5K -$7.18K -703 -9%
PFBT
250
Parkside Financial Bank & Trust
Missouri
$66.1K -$35.9K -3,511 -34%