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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
NMC
426
Nine Masts Capital
Hong Kong
$931K -$95.2K -1,500 -7%
FCM
427
Fieldview Capital Management
Michigan
$925K +$1.2M +18,880 New
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$921K +$60.8K +958 +5%
TRCT
429
Tower Research Capital (TRC)
New York
$920K +$730K +11,498 +158%
BPA
430
Beacon Pointe Advisors
California
$907K +$90.2K +1,422 +8%
ATPW
431
Ashton Thomas Private Wealth
Arizona
$902K +$11.4K +180 +1%
NP
432
Nilsine Partners
Colorado
$897K +$1.16M +18,300 New
PWSG
433
Pacific Wealth Strategies Group
California
$892K +$43.5K +685 +4%
LCM
434
LRT Capital Management
Texas
$871K +$379K +5,968 +51%
IIM
435
INTECH Investment Management
Florida
$865K -$3.19M -50,229 -74%
IFWM
436
Institute for Wealth Management
Colorado
$861K +$27.6K +435 +3%
SCA
437
Snowden Capital Advisors
New York
$844K -$297K -4,677 -21%
SA
438
Strategic Advocates
Utah
$834K -$10.9K -172 -1%
SPIA
439
Steward Partners Investment Advisory
New York
$830K +$372K +5,866 +53%
PFWA
440
Paces Ferry Wealth Advisors
Georgia
$827K -$189K -2,978 -15%
MGP
441
Metis Global Partners
California
$825K +$612K +9,637 +134%
AC
442
Allstate Corporation
Illinois
$822K +$1.06M +16,773 New
OIA
443
Optimum Investment Advisors
Illinois
$820K +$186K +2,929 +21%
TMAM
444
Tokio Marine Asset Management
Japan
$817K +$110K +1,734 +12%
Focus Partners Wealth
445
Focus Partners Wealth
Massachusetts
$810K -$5.11M -80,584 -83%
1C
446
111 Capital
France
$808K -$493K -7,764 -32%
KWM
447
Kingsview Wealth Management
Oregon
$806K +$285K +4,496 +38%
VT
448
Volterra Technologies
New York
$805K +$1.04M +16,425 New
EWM
449
Evergreen Wealth Management
Michigan
$791K -$205K -3,224 -17%
JWM
450
Jacksonville Wealth Management
Florida
$790K +$27.8K +438 +3%