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Trade Desk

962 hedge funds and large institutions have $18.1B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 347 increasing their positions, 341 reducing their positions, and 250 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.4% more ownership

Funds ownership: 77.17%82.57% (+5.4%)

2% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 341

2% less call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.75B

10% less funds holding

Funds holding: 1,072962 (-110)

29% less capital invested

Capital invested by funds: $25.3B → $18.1B (-$7.25B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

40% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 250

Holders
962
Holders Change
-110
Holders Change %
-10.26%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
150
Increased
347
Reduced
341
Closed
250
Calls
$1.71B
Puts
$1.75B
Net Calls
-$36.3M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
P
376
&Partners
Tennessee
$1.19M +$122K +1,924 +9%
CG
377
Caprock Group
Idaho
$1.19M +$1.38M +21,734 New
EFG
378
Everhart Financial Group
Ohio
$1.19M +$828K +13,051 +117%
PWM
379
Perigon Wealth Management
California
$1.18M +$306K +4,830 +25%
DADC
380
D.A. Davidson & Co
Montana
$1.18M -$998K -15,726 -39%
CMI
381
Clare Market Investments
Texas
$1.17M +$289K +4,555 +24%
BFG
382
Bleakley Financial Group
New Jersey
$1.17M -$181K -2,857 -11%
AI
383
Atria Investments
North Carolina
$1.16M -$347K -5,464 -19%
DAS
384
Dynamic Advisor Solutions
Arizona
$1.14M +$255K +4,022 +21%
TFA
385
Teamwork Financial Advisors
Texas
$1.14M +$368K +5,807 +33%
Luther King Capital Management (LKCM)
386
Luther King Capital Management (LKCM)
Texas
$1.13M +$5.08K +80 +0.3%
AV
387
ASR Vermogensbeheer
Netherlands
$1.12M -$537K -8,460 -27%
EF
388
Empowered Funds
Pennsylvania
$1.12M +$61.3K +966 +4%
GS
389
GTS Securities
New York
$1.12M +$1.44M +22,769 New
PFG
390
Putney Financial Group
California
$1.11M +$50.6K +798 +4%
EI
391
Ethic Inc
New York
$1.1M +$1.06M +16,706 +295%
FHA
392
Flagship Harbor Advisors
Massachusetts
$1.09M -$21.9K -345 -2%
GIBU
393
Gulf International Bank (UK)
United Kingdom
$1.09M -$30.5K -481 -2%
TSS
394
Two Sigma Securities
New York
$1.08M -$272K -4,286 -16%
CAM
395
Concorde Asset Management
Michigan
$1.08M +$1.36M +21,397 New
FPCP
396
Fort Point Capital Partners
California
$1.08M +$2.22K +35 +0.2%
MSRPS
397
Maryland State Retirement & Pension System
Maryland
$1.06M
PFS
398
Prospera Financial Services
Texas
$1.06M +$638K +10,058 +87%
GAM
399
Gotham Asset Management
New York
$1.06M -$1.94M -30,526 -59%
SAM
400
Securian Asset Management
Minnesota
$1.05M +$1.37M +21,523 New