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DoubleVerify
DV

Overview Fund Activity

314 hedge funds and large institutions have $2.49B invested in DoubleVerify in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 111 increasing their positions, 111 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+22
Holders Change %
+7.53%
% of All Funds
4.21%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
72
Increased
111
Reduced
111
Closed
48
Calls
$12.1M
Puts
$6.52M
Net Calls
+$5.55M
Net Calls Change
-$17.5M

Top Buyers

1
CCPM
Cooper Creek Partners Management
New York
+$38.3M
2
SCM
SG Capital Management
Illinois
+$33.6M
3
AAM
Arohi Asset Management
Singapore
+$17.2M
4
Morgan Stanley
Morgan Stanley
New York
+$16.5M
5
Millennium Management
Millennium Management
New York
+$15.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$54.5M
2
BlackRock
BlackRock
New York
-$51.8M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$24M
4
Principal Financial Group
Principal Financial Group
Iowa
-$18.7M
5
TI
Trexquant Investment
Connecticut
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
301
Bare Financial Services
Pennsylvania
$629 -$749 -50 -54%
BGAI
302
Bruce G. Allen Investments
Colorado
$629 +$135 +9 +27%
TFM
303
TFC Financial Management
Massachusetts
$509 +$509 +34 New
MCM
304
MV Capital Management
Maryland
$450 +$300 +20 +200%
PS
305
Principal Securities
Iowa
$150 -$16.5K -1,100 -99%
SS
306
SBI Securities
Japan
$150 – – –
AWM
307
Abound Wealth Management
Tennessee
$120 – – –
GRP
308
Global Retirement Partners
California
$105 +$105 +7 New
JWA
309
JFS Wealth Advisors
Pennsylvania
$45 +$45 +3 New
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$30 -$510 -34 -94%
RWM
311
Rialto Wealth Management
New York
$15 +$15 +1 New
HIA
312
HFM Investment Advisors
New Jersey
$15 +$15 +1 New
BHWM
313
Bay Harbor Wealth Management
Maryland
$14 +$14 +1 New
TI
314
Trexquant Investment
Connecticut
– -$13.9M -1,036,223 Closed
GCM
315
Geneva Capital Management
Wisconsin
– -$12.3M -916,294 Closed
RIM
316
Ranger Investment Management
Texas
– -$7.08M -529,237 Closed
PCM
317
Peregrine Capital Management
Minnesota
– -$5.84M -436,761 Closed
LK
318
Lumbard & Kellner
New Hampshire
– -$3.3M -247,150 Closed
JFG
319
Jefferies Financial Group
New York
– -$2.18M -163,276 Closed
MFWM
320
Motley Fool Wealth Management
Virginia
– -$1.96M -146,480 Closed
Macquarie Group
321
Macquarie Group
Australia
– -$1.67M -125,122 Closed
AACP
322
Advantage Alpha Capital Partners
California
– -$1.67M -125,042 Closed
AM
323
AGF Management
Ontario, Canada
– -$1.64M -122,879 Closed
ICM
324
Invenomic Capital Management
Massachusetts
– -$1.34M -100,000 Closed
JIC
325
Johnson Investment Counsel
Ohio
– -$932K -69,700 Closed
11 12
13
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