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DoubleVerify

315 hedge funds and large institutions have $2.5B invested in DoubleVerify in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 111 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 292315 (+23)

5.69% more ownership

Funds ownership: 97%102.69% (+5.7%)

1% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 112

Holders
315
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
$12.1M
Puts
$6.52M
Net Calls
Net Calls Change

Top Buyers

1 +$38.3M
2 +$33.6M
3 +$17.2M
4
Morgan Stanley
Morgan Stanley
New York
+$16.5M
5
Millennium Management
Millennium Management
New York
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
301
Ancora Advisors
Ohio
$734
BFS
302
Bare Financial Services
Pennsylvania
$629
BGAI
303
Bruce G. Allen Investments
Colorado
$629
TFM
304
TFC Financial Management
Massachusetts
$509
MCM
305
MV Capital Management
Maryland
$450
PS
306
Principal Securities
Iowa
$150
SS
307
SBI Securities
Japan
$150
AWM
308
Abound Wealth Management
Tennessee
$120
GRP
309
Global Retirement Partners
California
$105
JWA
310
JFS Wealth Advisors
Pennsylvania
$45
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$30
HIA
312
HFM Investment Advisors
New Jersey
$15
RWM
313
Rialto Wealth Management
New York
$15
BHWM
314
Bay Harbor Wealth Management
Maryland
$14
TI
315
Trexquant Investment
Connecticut
GCM
316
Geneva Capital Management
Wisconsin
RIM
317
Ranger Investment Management
Texas
PCM
318
Peregrine Capital Management
Minnesota
LK
319
Lumbard & Kellner
New Hampshire
JFG
320
Jefferies Financial Group
New York
MFWM
321
Motley Fool Wealth Management
Virginia
Macquarie Group
322
Macquarie Group
Australia
AACP
323
Advantage Alpha Capital Partners
California
AM
324
AGF Management
Ontario, Canada
ICM
325
Invenomic Capital Management
Massachusetts