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DoubleVerify

326 hedge funds and large institutions have $1.55B invested in DoubleVerify in 2026 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 135 increasing their positions, 86 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

95% more call options, than puts

Call options by funds: $6.73M | Put options by funds: $3.45M

57% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 86

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more funds holding

Funds holding: 294326 (+32)

2.47% less ownership

Funds ownership: 102.86%100.39% (-2.5%)

18% less capital invested

Capital invested by funds: $1.9B → $1.55B (-$351M)

Holders
326
Holders Change
+32
Holders Change %
+10.88%
% of All Funds
4.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
71
Increased
135
Reduced
86
Closed
33
Calls
$6.73M
Puts
$3.45M
Net Calls
+$3.28M
Net Calls Change
-$988K
Name Holding Trade Value Shares
Change
Change in
Stake
RIAS
301
Rachor Investment Advisory Services
Michigan
$969
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$855
SWM
303
SHP Wealth Management
Massachusetts
$750 +$807 +79 New
CT
304
Clearstead Trust
Maine
$684 -$1.22K -119 -62%
TPCW
305
TD Private Client Wealth
New York
$627
BGAI
306
Bruce G. Allen Investments
Colorado
$570 -$593 -58 -49%
BIA
307
Bell Investment Advisors
California
$466
SS
308
SBI Securities
Japan
$428 -$4.52K -442 -91%
CFO
309
CVA Family Office
Colorado
$428 +$460 +45 New
AW
310
Ankerstar Wealth
Texas
$342 +$41 +4 +13%
MCM
311
MV Capital Management
Maryland
$228 +$215 +21 +700%
CMA
312
Cedar Mountain Advisors
Oregon
$209 +$225 +22 New
TFA
313
Transamerica Financial Advisors
Florida
$152 -$736 -72 -82%
SC
314
SouthState Corp
Florida
$143
JWA
315
JFS Wealth Advisors
Pennsylvania
$95
AWM
316
Abound Wealth Management
Tennessee
$76
DF
317
Dunhill Financial
United Kingdom
$30
FFO
318
Fortitude Family Office
Arizona
$29 +$31 +3 New
GWM
319
Gilpin Wealth Management
Colorado
$19 -$41 -4 -67%
BHWM
320
Bay Harbor Wealth Management
Maryland
$19 +$10 +1 +100%
KFAS
321
Keating Financial Advisory Services
Kansas
$10 -$10 -1 -50%
DPW
322
DiNuzzo Private Wealth
Pennsylvania
$10
CW
323
Curio Wealth
Maryland
$10 +$10 +1 New
VWM
324
Vermillion Wealth Management
Minnesota
$10 +$10 +1 New
VBA
325
Van Berkom & Associates
Quebec, Canada
-$42.8M -3,739,108 Closed