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DoubleVerify

325 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, 140 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3.18% less ownership

Funds ownership: 102.54%99.36% (-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
325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.69M
Puts
$29.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
276
True Wealth Design
Ohio
$15.6K
UB
277
UMB Bank
Missouri
$14.7K
HNB
278
Huntington National Bank
Ohio
$12.5K
Jones Financial Companies
279
Jones Financial Companies
Missouri
$12.3K
PPC
280
Park Place Capital
Alabama
$12K
S
281
SignatureFD
Georgia
$11.6K
QCG
282
Quadrant Capital Group
Ohio
$11.6K
SL
283
Salomon & Ludwin
Virginia
$7.69K
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$7.36K
C
285
Covestor
United Kingdom
$7K
VCM
286
Versant Capital Management
Arizona
$3.79K
MCM
287
MAI Capital Management
Ohio
$3.33K
LFG
288
Larson Financial Group
Missouri
$3.1K
FFO
289
Fortitude Family Office
Arizona
$3.1K
QC
290
Quent Capital
New York
$3.08K
SS
291
SBI Securities
Japan
$2.7K
WANY
292
Wealthspire Advisors (New York)
New York
$2.59K
HHGA
293
Halbert Hargrove Global Advisors
California
$2.55K
Mitsubishi UFJ Asset Management
294
Mitsubishi UFJ Asset Management
Japan
$2.24K
CT
295
Clearstead Trust
Maine
$1.83K
FFA
296
Farther Finance Advisors
California
$1.59K
GRP
297
Global Retirement Partners
California
$1.38K
SS
298
Sunbelt Securities
Texas
$1.25K
AGWCA
299
Annis Gardner Whiting Capital Advisors
Florida
$1.15K
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$1.08K