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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, 343 increasing their positions, 334 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:

27% 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
IMCOOI
401
Investment Management Corp of Ontario (IMCO)
Canada
$1.03M
SS
402
Sunbelt Securities
Texas
$1.01M
Blackstone Inc
403
Blackstone Inc
New York
$1.01M
Robeco Institutional Asset Management
404
Robeco Institutional Asset Management
Netherlands
$998K
CCA
405
Checchi Capital Advisers
California
$996K
Kovitz Investment Group Partners
406
Kovitz Investment Group Partners
Illinois
$994K
NMERB
407
New Mexico Educational Retirement Board
New Mexico
$990K
ZIG
408
Zuckerman Investment Group
Illinois
$981K
QOP
409
Quinn Opportunity Partners
Virginia
$980K
CM
410
CastleKnight Management
New York
$975K
IAIM
411
International Assets Investment Management
Florida
$975K
IA
412
Inspire Advisors
Idaho
$960K
CAPTRUST Financial Advisors
413
CAPTRUST Financial Advisors
North Carolina
$954K
EH
414
Equitable Holdings
New York
$953K
EW
415
Evoke Wealth
California
$948K
ZIM
416
Zacks Investment Management
Illinois
$947K
RA
417
RFG Advisory
Alabama
$945K
ECM
418
Eisler Capital Management
United Kingdom
$939K
AIP
419
Ameritas Investment Partners
Nebraska
$937K
HI
420
Horizon Investments
North Carolina
$936K
NMC
421
Nine Masts Capital
Hong Kong
$931K
FCM
422
Fieldview Capital Management
Michigan
$925K
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$921K
TRCT
424
Tower Research Capital (TRC)
New York
$920K
BPA
425
Beacon Pointe Advisors
California
$907K