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DoubleVerify

318 hedge funds and large institutions have $3.27B invested in DoubleVerify in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 100 increasing their positions, 145 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $12.9M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $2.87B → $3.27B (+$400M)

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

1% more funds holding

Funds holding: 315318 (+3)

0.52% more ownership

Funds ownership: 100.09%100.61% (+0.52%)

31% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 145

Holders
318
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.19%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
51
Increased
100
Reduced
145
Closed
47
Calls
$48.8M
Puts
$12.9M
Net Calls
+$35.9M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
301
Lindbrook Capital
California
$672 -$6.18K -328 -90%
BGAI
302
Bruce G. Allen Investments
Colorado
$634
SPIA
303
Steward Partners Investment Advisory
New York
$596 +$584 +31 New
RTC
304
Riverview Trust Company
Washington
$576 +$565 +30 New
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$480
RIL
306
Rothschild Investment LLC
Illinois
$231 +$226 +12 New
AWM
307
Abound Wealth Management
Tennessee
$193
SIC
308
SJS Investment Consulting
Ohio
$116 -$38 -2 -25%
DPW
309
DiNuzzo Private Wealth
Pennsylvania
$116
RS
310
Rakuten Securities
Japan
$96
GBT
311
Grove Bank & Trust
Florida
$77 +$75 +4 New
MCM
312
MV Capital Management
Maryland
$58 -$94 -5 -63%
BIG
313
Brooklyn Investment Group
New York
$39 +$19 +1 +100%
GFPC
314
Global Financial Private Client
Florida
$38 +$38 +2 New
JWA
315
JFS Wealth Advisors
Pennsylvania
$20 -$735 -39 -98%
PWM
316
Parkworth Wealth Management
California
$19 +$19 +1 New
SS
317
SBI Securities
Japan
$19 +$19 +1 New
T. Rowe Price Investment Management
318
T. Rowe Price Investment Management
Maryland
-$105M -6,234,929 Closed
Schroder Investment Management Group
319
Schroder Investment Management Group
United Kingdom
-$10.5M -613,922 Closed
MGP
320
M&G plc
United Kingdom
-$8.52M -501,171 Closed
TC
321
TwinBeech Capital
New York
-$7.79M -462,609 Closed
ECM
322
ExodusPoint Capital Management
New York
-$4.68M -278,129 Closed
Massachusetts Financial Services
323
Massachusetts Financial Services
Massachusetts
-$3.37M -200,000 Closed
SEC
324
Seven Eight Capital
New York
-$3.2M -189,820 Closed
SCM
325
Stadium Capital Management
Connecticut
-$2.56M -152,200 Closed

DV Hedge Fund Activity: Q4 2024 in Review

318 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DoubleVerify (DV) for Q4 2024, worth a combined $3.27B — up 14% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new DV positions and 47 closed out — a net gain of 4 holders — while 100 added to existing stakes and 145 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $39M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $105M sold.

  • 318 institutional investors held DoubleVerify (DV) as of Q4 2024, up from 315 in Q3 2024.
  • Funds reported $3.27B of DoubleVerify stock for Q4 2024, up 14% quarter-over-quarter.
  • 51 funds opened new DoubleVerify positions in Q4 2024 and 47 closed out, a net change of +4 holders.
  • The largest DoubleVerify buyer in Q4 2024 was Burgundy Asset Management, an estimated $39M added.
  • The largest DoubleVerify seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2024.