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DoubleVerify

322 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, 103 reducing their positions, and 42 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:

3.34% less ownership

Funds ownership: 102.7%99.37% (-3.3%)

21% less capital invested

Capital invested by funds: $2.5B → $1.96B (-$537M)

71% less call options, than puts

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

Holders
322
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
BFS
301
Bare Financial Services
Pennsylvania
$1.02K
T. Rowe Price Investment Management
302
T. Rowe Price Investment Management
Maryland
$1K
AssetMark Inc
303
AssetMark Inc
California
$683
BIA
304
Bell Investment Advisors
California
$588
AA
305
Ancora Advisors
Ohio
$587
PWA
306
Physician Wealth Advisors
Utah
$468
BTI
307
Blue Trust Inc
Georgia
$455
JWA
308
JFS Wealth Advisors
Pennsylvania
$420
TFM
309
TFC Financial Management
Massachusetts
$408
ASN
310
Advisory Services Network
Georgia
$395
CPG
311
Cornerstone Planning Group
New Jersey
$388
BGAI
312
Bruce G. Allen Investments
Colorado
$323
TFA
313
Transamerica Financial Advisors
Florida
$132
PS
314
Principal Securities
Iowa
$120
DPW
315
DiNuzzo Private Wealth
Pennsylvania
$98
AWM
316
Abound Wealth Management
Tennessee
$96
RWM
317
Rialto Wealth Management
New York
$96
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$24
HIA
319
HFM Investment Advisors
New Jersey
$24
BHWM
320
Bay Harbor Wealth Management
Maryland
$23
SCM
321
SG Capital Management
Illinois
Norges Bank
322
Norges Bank
Norway
Balyasny Asset Management
323
Balyasny Asset Management
Illinois
GF
324
Goodman Financial
Texas
MGP
325
M&G plc
United Kingdom