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DoubleVerify

326 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, 141 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 104

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

3% more funds holding

Funds holding: 316326 (+10)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.17% less ownership

Funds ownership: 102.55%99.37% (-3.2%)

21% less capital invested

Capital invested by funds: $2.5B → $1.96B (-$533M)

71% less call options, than puts

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

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
4.28%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
54
Increased
141
Reduced
104
Closed
41
Calls
$8.69M
Puts
$29.7M
Net Calls
-$21M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$1.08K
RFP
302
Root Financial Partners
California
$1.04K +$1.29K +87 New
BFS
303
Bare Financial Services
Pennsylvania
$1.02K +$638 +43 +102%
T. Rowe Price Investment Management
304
T. Rowe Price Investment Management
Maryland
$1K +$964 +65 New
AssetMark Inc
305
AssetMark Inc
California
$683 -$3.46K -233 -80%
BIA
306
Bell Investment Advisors
California
$588 -$193 -13 -21%
AA
307
Ancora Advisors
Ohio
$587
PWA
308
Physician Wealth Advisors
Utah
$468 +$578 +39 New
BTI
309
Blue Trust Inc
Georgia
$455 -$1.2K -81 -68%
JWA
310
JFS Wealth Advisors
Pennsylvania
$420 +$474 +32 +1,067%
TFM
311
TFC Financial Management
Massachusetts
$408
ASN
312
Advisory Services Network
Georgia
$395 +$489 +33 New
CPG
313
Cornerstone Planning Group
New Jersey
$388 +$2.33K +157 New
MCM
314
MV Capital Management
Maryland
$360
BGAI
315
Bruce G. Allen Investments
Colorado
$323 -$222 -15 -36%
KG
316
Kilter Group
New York
$228 -$1.02K -69 -78%
TFA
317
Transamerica Financial Advisors
Florida
$132 +$163 +11 New
PS
318
Principal Securities
Iowa
$120
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$98 +$89 +6 New
AWM
320
Abound Wealth Management
Tennessee
$96
RWM
321
Rialto Wealth Management
New York
$96 +$104 +7 +700%
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$24
HIA
323
HFM Investment Advisors
New Jersey
$24 +$15 +1 +100%
BHWM
324
Bay Harbor Wealth Management
Maryland
$23 +$15 +1 +100%
SCM
325
SG Capital Management
Illinois
-$33.3M -2,247,262 Closed