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Trade Desk

939 hedge funds and large institutions have $13.8B invested in Trade Desk in 2025 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 252 increasing their positions, 405 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 82.57%82.19% (-0.38%)

3% less first-time investments, than exits

New positions opened: 173 | Existing positions closed: 178

5% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.28B

2% less funds holding

Funds holding: 962939 (-23)

24% less capital invested

Capital invested by funds: $18.1B → $13.8B (-$4.27B)

38% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 405

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
939
Holders Change
-23
Holders Change %
-2.39%
% of All Funds
11.42%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
173
Increased
252
Reduced
405
Closed
178
Calls
$1.21B
Puts
$1.28B
Net Calls
-$65.6M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
351
Independent Advisor Alliance
North Carolina
$1.13M -$188K -4,238 -12%
AWA
352
Arkadios Wealth Advisors
Georgia
$1.1M -$1.26M -28,504 -50%
AAM
353
Azzad Asset Management
Virginia
$1.1M -$8.07K -182 -0.6%
BPA
354
Beacon Pointe Advisors
California
$1.1M +$463K +10,451 +56%
OAM
355
Oppenheimer Asset Management
New York
$1.1M -$3.23M -72,932 -72%
WE
356
Wealth Effects
Massachusetts
$1.1M -$1.49M -33,527 -54%
AAB
357
ABN AMRO Bank
Netherlands
$1.09M +$581K +13,104 +84%
EF
358
Empowered Funds
Pennsylvania
$1.08M +$252K +5,690 +25%
IIM
359
INTECH Investment Management
Florida
$1.08M +$479K +10,806 +61%
MFG
360
Merit Financial Group
Georgia
$1.07M +$982K +22,143 +370%
P
361
&Partners
Tennessee
$1.07M +$166K +3,738 +15%
Thrivent Financial for Lutherans
362
Thrivent Financial for Lutherans
Minnesota
$1.06M +$33.9K +765 +3%
KRS
363
Kentucky Retirement Systems
Kentucky
$1.06M
OQS
364
Occudo Quantitative Strategies
Florida
$1.06M +$1.23M +27,844 New
Wealthfront Advisers
365
Wealthfront Advisers
California
$1.04M -$269K -6,068 -18%
LTAS
366
Linden Thomas Advisory Services
North Carolina
$1.04M +$24.4K +550 +2%
NA
367
NewEdge Advisors
Louisiana
$1.02M -$77.5K -1,749 -6%
FDCDDQ
368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01M -$1.25M -28,261 -51%
William Blair & Company
369
William Blair & Company
Illinois
$1.01M -$955K -21,554 -45%
PAS
370
Park Avenue Securities
New York
$1.01M -$1.16M -26,246 -50%
NB
371
Norinchukin Bank
Japan
$1.01M -$493K -11,112 -30%
ACM
372
Aster Capital Management
United Arab Emirates
$1M +$1.17M +26,458 New
CS
373
Candriam SCA
Luxembourg
$1,000K +$33.7K +760 +3%
EPW
374
Elevated Private Wealth
Wisconsin
$998K +$1.17M +26,299 New
PMAM
375
Picton Mahoney Asset Management
Ontario, Canada
$977K +$1.14M +25,744 New