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DoubleVerify

307 hedge funds and large institutions have $3.38B invested in DoubleVerify in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $40.2M | Put options by funds: $11.6M

12% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.89% less ownership

Funds ownership: 103.95%101.06% (-2.9%)

5% less funds holding

Funds holding: 322307 (-15)

10% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 86

46% less capital invested

Capital invested by funds: $6.26B → $3.38B (-$2.87B)

Holders
307
Holders Change
-15
Holders Change %
-4.66%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
77
Increased
109
Reduced
97
Closed
86
Calls
$40.2M
Puts
$11.6M
Net Calls
+$28.6M
Net Calls Change
+$46.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
276
EverSource Wealth Advisors
Alabama
$6.19K -$6.69K -277 -49%
VWM
277
Venturi Wealth Management
Texas
$6.09K +$2.17K +90 +40%
QCG
278
Quadrant Capital Group
Ohio
$3.74K -$34.5K -1,428 -88%
QC
279
Quent Capital
New York
$3.74K
UB
280
UMB Bank
Missouri
$3.37K +$2.68K +111 +179%
CA
281
Clearstead Advisors
Ohio
$2.73K
CA
282
Crewe Advisors
Utah
$2.73K +$3.38K +140 New
BTI
283
Blue Trust Inc
Georgia
$2.5K +$1.72K +71 New
SAM
284
Smartleaf Asset Management
Massachusetts
$2.15K +$2.73K +113 New
IC
285
Innealta Capital
Texas
$2.12K +$2.63K +109 New
Kayne Anderson Rudnick Investment Management
286
Kayne Anderson Rudnick Investment Management
California
$2.02K -$25.5M -1,055,422 -100%
SWM
287
Spire Wealth Management
Virginia
$1.91K -$4.64K -192 -66%
BIA
288
Bell Investment Advisors
California
$1.75K +$314 +13 +17%
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$1.75K
FFA
290
Farther Finance Advisors
California
$1.34K -$1.09K -45 -40%
TWP
291
Triad Wealth Partners
Kansas
$1.28K +$1.59K +66 New
AF
292
Advisornet Financial
Minnesota
$1.27K +$1.57K +65 New
BCMLT
293
Beacon Capital Management LLC (Tennessee)
Tennessee
$857
JWA
294
JFS Wealth Advisors
Pennsylvania
$760 +$942 +39 New
Jones Financial Companies
295
Jones Financial Companies
Missouri
$720 +$894 +37 New
NMM
296
Naples Money Management
Florida
$671 -$435 -18 -35%
BGAI
297
Bruce G. Allen Investments
Colorado
$643 +$797 +33 New
CFO
298
CVA Family Office
Colorado
$545 +$676 +28 New
ECM
299
Everence Capital Management
Indiana
$464
LFG
300
Larson Financial Group
Missouri
$350 +$435 +18 New