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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
SWM
251
Spire Wealth Management
Virginia
$4.95K +$4.78K +433 New
VCM
252
Versant Capital Management
Arizona
$4.72K +$1.07K +97 +31%
QC
253
Quent Capital
New York
$3.69K +$728 +66 +26%
S
254
SignatureFD
Georgia
$3.68K -$7.15K -648 -67%
Nisa Investment Advisors
255
Nisa Investment Advisors
Missouri
$3.51K -$1.11M -100,780 -100%
MCM
256
MAI Capital Management
Ohio
$3.49K +$298 +27 +10%
SG
257
Sankala Group
Colorado
$3.23K +$3.38K +306 New
SL
258
Salomon & Ludwin
Virginia
$3.1K -$4.46K -404 -59%
T. Rowe Price Investment Management
259
T. Rowe Price Investment Management
Maryland
$3K +$1.5K +136 +209%
NSIM
260
North Star Investment Management
Illinois
$2.63K +$2.54K +230 New
RTL
261
Red Tortoise LLC
Georgia
$2.41K +$2.33K +211 New
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$2.33K -$4.52K -410 -67%
MFP
263
Meramec Financial Planners
Missouri
$2.31K +$2.72K +247 New
CT
264
Clearstead Trust
Maine
$2.19K +$419 +38 +25%
AAP
265
Arax Advisory Partners
Colorado
$2.04K -$680K -61,623 -100%
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$2.03K
CIAS
267
CBIZ Investment Advisory Services
Ohio
$1.98K +$1.91K +173 New
BFS
268
Bare Financial Services
Pennsylvania
$1.59K +$596 +54 +64%
BGAI
269
Bruce G. Allen Investments
Colorado
$1.35K +$1K +91 +337%
RIAS
270
Rachor Investment Advisory Services
Michigan
$1.17K +$1.13K +102 New
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$1.03K
TFA
272
Transamerica Financial Advisors
Florida
$1.01K +$849 +77 +700%
SS
273
Sunbelt Securities
Texas
$824 -$353 -32 -31%
TPCW
274
TD Private Client Wealth
New York
$755 +$728 +66 New
LFG
275
Larson Financial Group
Missouri
$721 -$2.16K -196 -76%