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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
OR
201
Olympiad Research
Connecticut
$447K +$56K +2,971 +15%
AAS
202
Avantax Advisory Services
Texas
$447K -$190K -10,081 -30%
MFAM
203
Motley Fool Asset Management
Virginia
$432K -$572K -30,387 -57%
Wolverine Trading
204
Wolverine Trading
Illinois
$432K +$23.6K +1,253 +6%
TCM
205
Teza Capital Management
Illinois
$426K -$349K -18,549 -46%
MOACM
206
Mutual of America Capital Management
New York
$409K +$772 +41 +0.2%
FHB
207
First Hawaiian Bank
Hawaii
$382K
PA
208
PharVision Advisers
Florida
$370K +$363K +19,270 New
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$363K -$64.9K -3,447 -15%
Pictet Asset Management
210
Pictet Asset Management
Switzerland
$362K
TRCT
211
Tower Research Capital (TRC)
New York
$348K -$22.4K -1,192 -6%
KWM
212
Kolinsky Wealth Management
New Jersey
$347K +$340K +18,055 New
Truist Financial
213
Truist Financial
North Carolina
$331K -$51.3K -2,726 -14%
Balyasny Asset Management
214
Balyasny Asset Management
Illinois
$323K -$117K -6,227 -27%
YMRC
215
Yorktown Management & Research Company
Virginia
$290K +$284K +15,100 New
Mariner
216
Mariner
Kansas
$276K -$1.76M -93,712 -87%
MCP
217
Militia Capital Partners
Nevada
$269K +$264K +14,000 New
VFA
218
Values First Advisors
Tennessee
$268K +$2.45K +130 +0.9%
SOW
219
State of Wyoming
Wyoming
$254K -$52.1K -2,764 -17%
CIC
220
Cornercap Investment Counsel
Georgia
$253K
LSA
221
Leonteq Securities AG
Switzerland
$252K +$132K +6,992 +114%
X
222
Xponance
Pennsylvania
$249K +$6.69K +355 +3%
HighTower Advisors
223
HighTower Advisors
Illinois
$238K -$43.7K -2,322 -16%
PEAK6
224
PEAK6
Illinois
$235K +$231K +12,242 New
VI
225
Versor Investments
New York
$227K -$627K -33,300 -74%

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.