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Trade Desk

1,052 hedge funds and large institutions have $24.8B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 410 increasing their positions, 353 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+23
Holders Change %
+2.24%
% of All Funds
14.11%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
168
Increased
410
Reduced
353
Closed
129
Calls
$1.53B
Puts
$1.46B
Net Calls
+$69.1M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
NMC
426
Nine Masts Capital
Hong Kong
$1.48M +$1.48M +20,500 New
BAMF
427
BI Asset Management Fondsmaeglerselskab
Denmark
$1.46M -$518K -7,193 -26%
ZIG
428
Zuckerman Investment Group
Illinois
$1.44M
SB
429
SIG Brokerage
New York
$1.43M +$1.43M +19,876 New
PFWA
430
Paces Ferry Wealth Advisors
Georgia
$1.43M +$360 +5 +0%
EWM
431
Evergreen Wealth Management
Michigan
$1.39M +$152K +2,106 +12%
CMI
432
Clare Market Investments
Texas
$1.39M -$389K -5,402 -22%
PWM
433
Perigon Wealth Management
California
$1.39M +$456K +6,329 +49%
CAPTRUST Financial Advisors
434
CAPTRUST Financial Advisors
North Carolina
$1.39M +$137K +1,909 +11%
DAS
435
Dynamic Advisor Solutions
Arizona
$1.39M +$76.7K +1,065 +6%
SWM
436
Shelton Wealth Management
Texas
$1.37M +$394K +5,476 +40%
ZIM
437
Zacks Investment Management
Illinois
$1.35M -$41.9K -582 -3%
GIM
438
Generali Investments Management
Slovenia
$1.35M -$479K -6,668 -26%
CFM
439
Catalyst Funds Management
Australia
$1.32M -$1.56M -21,700 -54%
ATPW
440
Ashton Thomas Private Wealth
Arizona
$1.31M +$139K +1,936 +12%
WA
441
Wealth Alliance
New York
$1.3M -$160K -2,225 -11%
CWM
442
Circle Wealth Management
New Jersey
$1.29M +$36.3K +504 +3%
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$151K +2,096 +13%
ALMGDA
444
AG2R La Mondiale Gestion d'Actifs
France
$1.27M -$72.6K -1,008 -5%
TWC
445
TD Waterhouse Canada
Ontario, Canada
$1.27M +$445K +6,059 +54%
TFA
446
Teamwork Financial Advisors
Texas
$1.26M -$418K -5,812 -25%
JG
447
Jain Global
New York
$1.26M +$1.26M +17,439 New
SA
448
Strategic Advocates
Utah
$1.24M -$864 -12 -0.1%
MCC
449
Malaga Cove Capital
California
$1.24M -$16.1K -224 -1%
IFWM
450
Institute for Wealth Management
Colorado
$1.23M