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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
ACM
276
Aster Capital Management
United Arab Emirates
$14.6K -$11.9K -1,166 -52%
IA
277
IFP Advisors
Florida
$13K -$5.15K -504 -27%
HNB
278
Huntington National Bank
Ohio
$13K -$92 -9 -0.7%
OCWP
279
Owl Creek Wealth Partners
Colorado
$12.5K +$13.4K +1,315 New
Nisa Investment Advisors
280
Nisa Investment Advisors
Missouri
$12K +$9.8K +959 +312%
PPC
281
Park Place Capital
Alabama
$9.53K
SL
282
Salomon & Ludwin
Virginia
$9.2K +$6.61K +647 +233%
RFP
283
Root Financial Partners
California
$8.59K +$9.12K +892 +7,433%
QC
284
Quent Capital
New York
$7.13K +$4.36K +427 +132%
QL
285
Quarry LP
New York
$6.95K +$7.48K +732 New
LFG
286
Larson Financial Group
Missouri
$6.86K +$6.74K +659 +1,046%
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$6.62K +$5.04K +493 +242%
C
288
Covestor
United Kingdom
$6K +$664 +65 +11%
SAM
289
Smartleaf Asset Management
Massachusetts
$5.23K -$6.96K -681 -55%
NSIM
290
North Star Investment Management
Illinois
$5.22K +$3.27K +320 +139%
SIC
291
SJS Investment Consulting
Ohio
$3.78K +$3.54K +346 +665%
JWM
292
JPL Wealth Management
Colorado
$3.52K +$3.78K +370 New
HWP
293
Highline Wealth Partners
California
$2.89K +$3.11K +304 New
SG
294
Sankala Group
Colorado
$2.88K
MFP
295
Meramec Financial Planners
Missouri
$2.66K
BFS
296
Bare Financial Services
Pennsylvania
$2.39K +$1.16K +113 +81%
CIAM
297
Caitong International Asset Management
Hong Kong
$2.19K +$2.36K +231 New
ASN
298
Advisory Services Network
Georgia
$2.09K +$2.25K +220 New
HNW
299
High Note Wealth
Minnesota
$1.79K +$1.92K +188 New
SS
300
Sunbelt Securities
Texas
$1.32K +$685 +67 +93%