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DoubleVerify

294 hedge funds and large institutions have $1.9B invested in DoubleVerify in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 101 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $9.38M | Put options by funds: $5.11M

22% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 101

3.49% more ownership

Funds ownership: 99.37%102.86% (+3.5%)

3% less capital invested

Capital invested by funds: $1.96B → $1.9B (-$66.4M)

10% less funds holding

Funds holding: 326294 (-32)

33% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 73

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
294
Holders Change
-32
Holders Change %
-9.82%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
49
Increased
123
Reduced
101
Closed
73
Calls
$9.38M
Puts
$5.11M
Net Calls
+$4.27M
Net Calls Change
+$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
226
Hantz Financial Services
Michigan
$54K +$14.2K +1,284 +37%
AF
227
Allworth Financial
California
$53.8K +$28.5K +2,581 +122%
KBC Group
228
KBC Group
Belgium
$52K
EWA
229
EverSource Wealth Advisors
Alabama
$48.9K +$3.94K +357 +9%
CA
230
Clearstead Advisors
Ohio
$42.6K +$18.4K +1,669 +81%
SO
231
STRS Ohio
Ohio
$39.2K +$2.12K +192 +6%
RIL
232
Rothschild Investment LLC
Illinois
$36K +$13.4K +1,211 +63%
UB
233
UMB Bank
Missouri
$31.5K +$16.9K +1,528 +124%
BNP Paribas Asset Management
234
BNP Paribas Asset Management
France
$30K +$8.27K +750 +39%
QCG
235
Quadrant Capital Group
Ohio
$28.1K +$16.5K +1,492 +154%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$27.1K -$20.8K -1,885 -44%
ACM
237
Aster Capital Management
United Arab Emirates
$25.9K -$33.8K -3,063 -58%
NS
238
NBC Securities
Alabama
$22.9K +$22K +1,998 New
IA
239
IFP Advisors
Florida
$21.5K +$3.04K +276 +17%
Osaic Holdings
240
Osaic Holdings
Arizona
$16.3K -$3.77K -342 -19%
HNB
241
Huntington National Bank
Ohio
$15.7K +$3.65K +331 +32%
SAM
242
Smartleaf Asset Management
Massachusetts
$14.2K -$13.2K -1,197 -49%
FFA
243
Farther Finance Advisors
California
$13.5K +$11.5K +1,047 +787%
Jones Financial Companies
244
Jones Financial Companies
Missouri
$11.8K
PPC
245
Park Place Capital
Alabama
$11.5K
PA
246
Parallel Advisors
California
$9.9K -$14.7K -1,331 -61%
TWD
247
True Wealth Design
Ohio
$9.43K -$5.3K -481 -37%
C
248
Covestor
United Kingdom
$7K +$176 +16 +3%
GRP
249
Global Retirement Partners
California
$6.63K +$5.13K +465 +404%
SS
250
SBI Securities
Japan
$5.57K +$2.89K +262 +116%