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Trade Desk

951 hedge funds and large institutions have $18B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 342 increasing their positions, 335 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

less funds holding

Funds holding:

28% less capital invested

Capital invested by funds: $24.9B → $18B (-$6.83B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

39% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 246

Holders
951
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.71B
Puts
$1.75B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
301
Royal Fund Management
Florida
$2.29M
Macquarie Group
302
Macquarie Group
Australia
$2.28M
LFS
303
Leibman Financial Services
Nebraska
$2.25M
SC
304
Savant Capital
Illinois
$2.21M
EAM
305
EFG Asset Management
Oregon
$2.21M
CCIA
306
Cherry Creek Investment Advisors
Colorado
$2.17M
Public Employees Retirement Association of Colorado
307
Public Employees Retirement Association of Colorado
Colorado
$2.15M
PP
308
PDT Partners
New York
$2.12M
AIM
309
AXA Investment Managers
France
$2.11M
WSA
310
Warm Springs Advisors
California
$2.1M
SLAM
311
Swiss Life Asset Management
$2.08M
SAG
312
SageView Advisory Group
California
$2.05M
SAM
313
Silvercrest Asset Management
New York
$2.05M
TC
314
TownSquare Capital
Utah
$2.04M
Pathstone Holdings
315
Pathstone Holdings
New Jersey
$2.02M
AWM
316
Apollon Wealth Management
South Carolina
$2M
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$2M
HHGC
318
Hunting Hill Global Capital
New York
$1.95M
MIM
319
Morningstar Investment Management
Illinois
$1.95M
AG
320
AIA Group
Hong Kong
$1.93M
JWCA
321
J.W. Cole Advisors
Florida
$1.92M
MFAM
322
Motley Fool Asset Management
Virginia
$1.92M
AA
323
ALPS Advisors
Colorado
$1.9M
MFIM
324
Mesirow Financial Investment Management
Illinois
$1.89M
Cerity Partners
325
Cerity Partners
New York
$1.89M