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DoubleVerify

318 hedge funds and large institutions have $3.27B invested in DoubleVerify in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 100 increasing their positions, 145 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $12.9M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $2.87B → $3.27B (+$400M)

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

1% more funds holding

Funds holding: 315318 (+3)

0.52% more ownership

Funds ownership: 100.09%100.61% (+0.52%)

31% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 145

Holders
318
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.19%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
51
Increased
100
Reduced
145
Closed
47
Calls
$48.8M
Puts
$12.9M
Net Calls
+$35.9M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
YC
226
Yarbrough Capital
Tennessee
$219K
CGH
227
Crossmark Global Holdings
Texas
$212K -$188 -10 -0.1%
CFGS
228
Concourse Financial Group Securities
Alabama
$212K -$21.9K -1,162 -10%
2C
229
272 Capital
Texas
$209K -$2.45M -130,139 -92%
SAM
230
Shell Asset Management
Netherlands
$209K
CAM
231
Claret Asset Management
Quebec, Canada
$208K +$1.41K +75 +0.7%
PCMC
232
Private Capital Management (Colorado)
Colorado
$201K +$2.45K +130 +1%
Focus Partners Wealth
233
Focus Partners Wealth
Massachusetts
$196K +$192K +10,202 New
PCA
234
Pallas Capital Advisors
Massachusetts
$193K +$189K +10,045 New
Public Employees Retirement Association of Colorado
235
Public Employees Retirement Association of Colorado
Colorado
$186K
Federated Hermes
236
Federated Hermes
Pennsylvania
$184K +$10.8K +571 +6%
HCA
237
Harbor Capital Advisors
Illinois
$180K +$2.98K +158 +2%
CPBTD
238
Central Pacific Bank - Trust Division
Hawaii
$178K +$27.3K +1,450 +19%
CM
239
Caption Management
Oklahoma
$173K -$396K -21,000 -70%
Wells Fargo
240
Wells Fargo
California
$157K -$64.4K -3,417 -29%
PD
241
Point72 (DIFC)
United Arab Emirates
$147K -$1.08M -57,278 -88%
PFBT
242
Parkside Financial Bank & Trust
Missouri
$138K -$15.6K -826 -10%
CF
243
Corebridge Financial
Texas
$132K -$13K -689 -9%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$129K +$1.81K +96 +1%
KBC Group
245
KBC Group
Belgium
$125K +$28.1K +1,494 +30%
C
246
Covestor
United Kingdom
$123K -$4.54K -241 -4%
MIM
247
MetLife Investment Management
New Jersey
$118K -$2.09K -111 -2%
SG Americas Securities
248
SG Americas Securities
New York
$113K +$111K +5,876 New
IWA
249
Icon Wealth Advisors
Texas
$102K +$100K +5,312 New
SCM
250
Sterling Capital Management
North Carolina
$98.1K +$22.9K +1,214 +31%

DV Hedge Fund Activity: Q4 2024 in Review

318 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DoubleVerify (DV) for Q4 2024, worth a combined $3.27B — up 14% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new DV positions and 47 closed out — a net gain of 4 holders — while 100 added to existing stakes and 145 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $39M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $105M sold.

  • 318 institutional investors held DoubleVerify (DV) as of Q4 2024, up from 315 in Q3 2024.
  • Funds reported $3.27B of DoubleVerify stock for Q4 2024, up 14% quarter-over-quarter.
  • 51 funds opened new DoubleVerify positions in Q4 2024 and 47 closed out, a net change of +4 holders.
  • The largest DoubleVerify buyer in Q4 2024 was Burgundy Asset Management, an estimated $39M added.
  • The largest DoubleVerify seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2024.