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DoubleVerify

326 hedge funds and large institutions have $1.96B invested in DoubleVerify in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 141 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 104

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

3% more funds holding

Funds holding: 316326 (+10)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.17% less ownership

Funds ownership: 102.55%99.37% (-3.2%)

21% less capital invested

Capital invested by funds: $2.5B → $1.96B (-$533M)

71% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $29.7M

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
4.28%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
54
Increased
141
Reduced
104
Closed
41
Calls
$8.69M
Puts
$29.7M
Net Calls
-$21M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
276
IFP Advisors
Florida
$19.2K +$10.8K +729 +84%
TWD
277
True Wealth Design
Ohio
$15.6K +$2.21K +149 +13%
UB
278
UMB Bank
Missouri
$14.7K +$11.7K +786 +177%
HNB
279
Huntington National Bank
Ohio
$12.5K +$3.71K +250 +32%
Jones Financial Companies
280
Jones Financial Companies
Missouri
$12.3K -$4.95K -334 -24%
PPC
281
Park Place Capital
Alabama
$12K -$4.85K -327 -25%
S
282
SignatureFD
Georgia
$11.6K -$17.8K -1,201 -55%
QCG
283
Quadrant Capital Group
Ohio
$11.6K +$14.3K +966 New
SL
284
Salomon & Ludwin
Virginia
$7.69K +$10.1K +682 New
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$7.36K +$4.91K +331 +117%
C
286
Covestor
United Kingdom
$7K +$623 +42 +8%
VCM
287
Versant Capital Management
Arizona
$3.79K -$25.4K -1,710 -84%
MCM
288
MAI Capital Management
Ohio
$3.33K -$623 -42 -13%
LFG
289
Larson Financial Group
Missouri
$3.1K -$341 -23 -8%
FFO
290
Fortitude Family Office
Arizona
$3.1K
QC
291
Quent Capital
New York
$3.08K +$3.81K +257 New
SS
292
SBI Securities
Japan
$2.7K +$3.19K +215 +2,150%
WANY
293
Wealthspire Advisors (New York)
New York
$2.59K +$3.2K +216 New
HHGA
294
Halbert Hargrove Global Advisors
California
$2.55K +$3.16K +213 New
Mitsubishi UFJ Asset Management
295
Mitsubishi UFJ Asset Management
Japan
$2.24K
CT
296
Clearstead Trust
Maine
$1.83K +$415 +28 +22%
FFA
297
Farther Finance Advisors
California
$1.59K -$45K -3,034 -96%
GRP
298
Global Retirement Partners
California
$1.38K +$1.6K +108 +1,543%
SS
299
Sunbelt Securities
Texas
$1.25K +$1.54K +104 New
AGWCA
300
Annis Gardner Whiting Capital Advisors
Florida
$1.15K