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DoubleVerify

318 hedge funds and large institutions have $3.27B invested in DoubleVerify in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 100 increasing their positions, 145 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $12.9M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $2.87B → $3.27B (+$400M)

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

1% more funds holding

Funds holding: 315318 (+3)

0.52% more ownership

Funds ownership: 100.09%100.61% (+0.52%)

31% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 145

Holders
318
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.19%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
51
Increased
100
Reduced
145
Closed
47
Calls
$48.8M
Puts
$12.9M
Net Calls
+$35.9M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
276
EverSource Wealth Advisors
Alabama
$20.4K +$13.7K +725 +215%
HNB
277
Huntington National Bank
Ohio
$18.2K +$9.61K +510 +116%
HT
278
Headlands Technologies
Illinois
$14.1K -$27.3K -1,447 -66%
CT
279
Colonial Trust
South Carolina
$10.9K +$10.6K +565 New
Bessemer Group
280
Bessemer Group
New Jersey
$9K +$8.72K +463 New
RA
281
Rise Advisors
New York
$8.86K
S
282
SignatureFD
Georgia
$6.53K -$2.24K -119 -26%
VWM
283
Venturi Wealth Management
Texas
$6.01K
UB
284
UMB Bank
Missouri
$5.76K -$396 -21 -7%
PA
285
Parallel Advisors
California
$5.53K +$2.07K +110 +62%
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$4.8K -$8.14K -432 -63%
AAP
287
Arax Advisory Partners
Colorado
$2.81K +$2.75K +146 New
AWM
288
Avior Wealth Management
Nebraska
$2.77K +$2.71K +144 New
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$2.08K +$320 +17 +19%
FFA
290
Farther Finance Advisors
California
$1.81K +$810 +43 +84%
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$1.73K
BIA
292
Bell Investment Advisors
California
$1.67K -$57 -3 -3%
AF
293
Allworth Financial
California
$1.57K -$565 -30 -28%
Creative Planning
294
Creative Planning
Kansas
$1.52K +$1.49K +79 New
IA
295
IFP Advisors
Florida
$1.48K -$94 -5 -6%
Jones Financial Companies
296
Jones Financial Companies
Missouri
$1.25K -$19 -1 -2%
GRP
297
Global Retirement Partners
California
$1.25K +$1.15K +61 +1,525%
QC
298
Quent Capital
New York
$961 -$2.67K -142 -74%
LFG
299
Larson Financial Group
Missouri
$807 +$377 +20 +91%
TAM
300
Tucker Asset Management
Colorado
$730 +$716 +38 New

DV Hedge Fund Activity: Q4 2024 in Review

318 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DoubleVerify (DV) for Q4 2024, worth a combined $3.27B — up 14% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new DV positions and 47 closed out — a net gain of 4 holders — while 100 added to existing stakes and 145 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $39M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $105M sold.

  • 318 institutional investors held DoubleVerify (DV) as of Q4 2024, up from 315 in Q3 2024.
  • Funds reported $3.27B of DoubleVerify stock for Q4 2024, up 14% quarter-over-quarter.
  • 51 funds opened new DoubleVerify positions in Q4 2024 and 47 closed out, a net change of +4 holders.
  • The largest DoubleVerify buyer in Q4 2024 was Burgundy Asset Management, an estimated $39M added.
  • The largest DoubleVerify seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2024.