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DoubleVerify

294 hedge funds and large institutions have $1.9B invested in DoubleVerify in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 101 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $9.38M | Put options by funds: $5.11M

22% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 101

3.49% more ownership

Funds ownership: 99.37%102.86% (+3.5%)

3% less capital invested

Capital invested by funds: $1.96B → $1.9B (-$66.4M)

10% less funds holding

Funds holding: 326294 (-32)

33% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 73

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
294
Holders Change
-32
Holders Change %
-9.82%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
49
Increased
123
Reduced
101
Closed
73
Calls
$9.38M
Puts
$5.11M
Net Calls
+$4.27M
Net Calls Change
+$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
276
SJS Investment Consulting
Ohio
$595 +$574 +52 New
BIA
277
Bell Investment Advisors
California
$561
PWA
278
Physician Wealth Advisors
Utah
$561 +$110 +10 +26%
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$515 +$474 +43 +2,150%
AW
280
Ankerstar Wealth
Texas
$366 +$353 +32 New
AA
281
Ancora Advisors
Ohio
$309 -$243 -22 -45%
CFD
282
Creative Financial Designs
Indiana
$172 +$165 +15 New
SC
283
SouthState Corp
Florida
$172 +$165 +15 New
RFP
284
Root Financial Partners
California
$137 -$827 -75 -86%
JWA
285
JFS Wealth Advisors
Pennsylvania
$115 -$276 -25 -71%
AssetMark Inc
286
AssetMark Inc
California
$114 -$518 -47 -82%
AWM
287
Abound Wealth Management
Tennessee
$92
EW
288
Elyxium Wealth
California
$92 +$88 +8 New
GWM
289
Gilpin Wealth Management
Colorado
$69 +$66 +6 New
DF
290
Dunhill Financial
United Kingdom
$37 +$33 +3 New
MCM
291
MV Capital Management
Maryland
$35 -$298 -27 -90%
KFAS
292
Keating Financial Advisory Services
Kansas
$23 +$22 +2 New
DPW
293
DiNuzzo Private Wealth
Pennsylvania
$12 -$55 -5 -83%
BHWM
294
Bay Harbor Wealth Management
Maryland
$11 -$11 -1 -50%
AAM
295
Arohi Asset Management
Singapore
-$20.6M -1,717,770 Closed
SM
296
Sunriver Management
Connecticut
-$18.2M -1,523,175 Closed
Jane Street
297
Jane Street
New York
-$15.2M -1,374,227 Closed
AFCM
298
Alta Fox Capital Management
Texas
-$14.8M -1,231,900 Closed
LCOV
299
London Company of Virginia
Virginia
-$10.7M -891,672 Closed
CCPM
300
Cooper Creek Partners Management
New York
-$9.35M -780,741 Closed