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DoubleVerify

292 hedge funds and large institutions have $2.15B invested in DoubleVerify in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 120 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-25
Holders Change %
-7.89%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
50
Increased
96
Reduced
120
Closed
70
Calls
$28.5M
Puts
$5.39M
Net Calls
+$23.1M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
251
GAMMA Investing
California
$16.5K -$10.7K -802 -39%
LC
252
Lindbrook Capital
California
$15.2K +$14.7K +1,100 +3,143%
HFS
253
Hantz Financial Services
Michigan
$15K -$2.97K -227 -17%
Bessemer Group
254
Bessemer Group
New Jersey
$15K +$9K +695 +150%
AAM
255
Advisors Asset Management
Colorado
$14.2K -$5.38K -402 -27%
TRCT
256
Tower Research Capital (TRC)
New York
$14K -$228K -17,052 -94%
CA
257
Clearstead Advisors
Ohio
$13.8K +$13.8K +1,034 New
FHA
258
First Horizon Advisors
Tennessee
$12.9K -$3.74K -280 -22%
SAM
259
Smartleaf Asset Management
Massachusetts
$12.2K -$8.63K -647 -41%
UB
260
UMB Bank
Missouri
$9.61K +$5.6K +419 +140%
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$9.28K +$7.84K +586 +543%
CAL
262
Capital Advisors Ltd
Ohio
$9K +$9K +671 New
CCM
263
Coldstream Capital Management
Washington
$8.89K +$8.89K +665 New
BIG
264
Brooklyn Investment Group
New York
$8.76K +$8.73K +653 +32,650%
EWA
265
EverSource Wealth Advisors
Alabama
$8.56K -$5.64K -422 -40%
TWD
266
True Wealth Design
Ohio
$8.2K -$19.7K -1,474 -71%
LFG
267
Larson Financial Group
Missouri
$8.04K +$7.47K +559 +1,331%
HNB
268
Huntington National Bank
Ohio
$6.83K -$5.87K -439 -46%
PA
269
Parallel Advisors
California
$4.75K +$896 +67 +23%
SW
270
SVB Wealth
Massachusetts
$2.92K +$2.92K +218 New
AF
271
Allworth Financial
California
$2.78K +$1.74K +132 +167%
GBT
272
Grove Bank & Trust
Florida
$1.91K +$1.86K +139 +3,475%
FFA
273
Farther Finance Advisors
California
$1.37K +$95 +7 +7%
BFS
274
Bare Financial Services
Pennsylvania
$1.23K +$1.23K +92 New
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$1.2K