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DoubleVerify

314 hedge funds and large institutions have $2.49B invested in DoubleVerify in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 111 increasing their positions, 111 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+22
Holders Change %
+7.53%
% of All Funds
4.21%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
72
Increased
111
Reduced
111
Closed
48
Calls
$12.1M
Puts
$6.52M
Net Calls
+$5.55M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
276
IFP Advisors
Florida
$13K +$11.9K +794 +1,031%
PHK
277
Point72 Hong Kong
Hong Kong
$12.3K +$12.3K +825 New
HNB
278
Huntington National Bank
Ohio
$11.9K +$4.21K +281 +55%
CA
279
Clearstead Advisors
Ohio
$9.93K -$5.55K -371 -36%
C
280
Covestor
United Kingdom
$8K -$99.6K -6,749 -93%
UB
281
UMB Bank
Missouri
$6.63K -$4.13K -276 -38%
AAM
282
Advisors Asset Management
Colorado
$6.26K -$9.69K -647 -61%
TPWA
283
Twin Peaks Wealth Advisors
California
$5.64K +$5.64K +377 New
MCM
284
MAI Capital Management
Ohio
$4.79K +$3.73K +249 +351%
AssetMark Inc
285
AssetMark Inc
California
$4.34K -$53.4K -3,567 -92%
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$4.24K -$6.15K -411 -59%
LFG
287
Larson Financial Group
Missouri
$4.22K -$4.78K -319 -53%
FFO
288
Fortitude Family Office
Arizona
$3.88K +$3.88K +259 New
Raymond James Financial
289
Raymond James Financial
Florida
$3.83K +$3.83K +256 New
Mitsubishi UFJ Asset Management
290
Mitsubishi UFJ Asset Management
Japan
$2.8K -$295K -19,700 -99%
AAP
291
Arax Advisory Partners
Colorado
$2.35K +$2.35K +157 New
CT
292
Clearstead Trust
Maine
$1.87K +$1.23K +82 +191%
BTI
293
Blue Trust Inc
Georgia
$1.78K +$1.78K +119 New
CIAM
294
Caitong International Asset Management
Hong Kong
$1.47K -$40K -2,672 -96%
AGWCA
295
Annis Gardner Whiting Capital Advisors
Florida
$1.44K +$1.44K +96 New
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$1.35K
KG
297
Kilter Group
New York
$1.32K +$1.32K +88 New
BIA
298
Bell Investment Advisors
California
$929 -$375 -25 -29%
GWM
299
Geneos Wealth Management
Colorado
$808 +$808 +54 New
AA
300
Ancora Advisors
Ohio
$734 +$734 +49 New