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DoubleVerify

325 hedge funds and large institutions have $1.54B invested in DoubleVerify in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 134 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.73M
Puts
$3.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$855
SWM
302
SHP Wealth Management
Massachusetts
$750
CT
303
Clearstead Trust
Maine
$684
TPCW
304
TD Private Client Wealth
New York
$627
BGAI
305
Bruce G. Allen Investments
Colorado
$570
BIA
306
Bell Investment Advisors
California
$466
SS
307
SBI Securities
Japan
$428
CFO
308
CVA Family Office
Colorado
$428
AW
309
Ankerstar Wealth
Texas
$342
MCM
310
MV Capital Management
Maryland
$228
CMA
311
Cedar Mountain Advisors
Oregon
$209
TFA
312
Transamerica Financial Advisors
Florida
$152
SC
313
SouthState Corp
Florida
$143
JWA
314
JFS Wealth Advisors
Pennsylvania
$95
AWM
315
Abound Wealth Management
Tennessee
$76
DF
316
Dunhill Financial
United Kingdom
$30
FFO
317
Fortitude Family Office
Arizona
$29
GWM
318
Gilpin Wealth Management
Colorado
$19
BHWM
319
Bay Harbor Wealth Management
Maryland
$19
KFAS
320
Keating Financial Advisory Services
Kansas
$10
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$10
CW
322
Curio Wealth
Maryland
$10
VWM
323
Vermillion Wealth Management
Minnesota
$10
VBA
324
Van Berkom & Associates
Quebec, Canada
ICM
325
Invenomic Capital Management
Massachusetts