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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
FRM
426
Fox Run Management
Connecticut
$722K +$843K +19,027 New
GC
427
Guggenheim Capital
Illinois
$722K -$5.08M -114,664 -86%
KWM
428
Kingsview Wealth Management
Oregon
$721K +$112K +2,534 +15%
EH
429
Equitable Holdings
New York
$717K -$24.8K -559 -3%
Group One Trading
430
Group One Trading
Illinois
$710K -$5.34M -120,477 -87%
RFC
431
Regions Financial Corp
Alabama
$698K -$690K -15,571 -46%
EOJOAM
432
E. Ohman J:or Asset Management
Sweden
$692K +$183K +4,139 +29%
MSE
433
MUFG Securities EMEA
United Kingdom
$685K +$422K +9,521 +112%
M&T Bank
434
M&T Bank
New York
$678K -$402K -9,060 -34%
PFS
435
Prospera Financial Services
Texas
$670K -$178K -4,019 -19%
BFG
436
Bleakley Financial Group
New Jersey
$666K -$280K -6,323 -26%
JWM
437
Jacksonville Wealth Management
Florida
$662K +$58.9K +1,328 +8%
AV
438
ASR Vermogensbeheer
Netherlands
$655K -$248K -5,596 -24%
EWA
439
EP Wealth Advisors
California
$644K +$752K +16,975 New
EWM
440
Evergreen Wealth Management
Michigan
$637K +$28.8K +650 +4%
SC
441
SummitTX Capital
Texas
$634K -$1.62M -36,493 -69%
Nisa Investment Advisors
442
Nisa Investment Advisors
Missouri
$619K -$1.8M -40,515 -71%
MC
443
Machina Capital
France
$610K +$712K +16,060 New
MGP
444
Metis Global Partners
California
$603K -$42.5K -959 -6%
LOAMS
445
Lombard Odier Asset Management (Switzerland)
Switzerland
$602K +$79.8K +1,800 +13%
ATFA
446
All Terrain Financial Advisors
Minnesota
$596K
SAM
447
Stansberry Asset Management
Texas
$593K
KFAS
448
Keating Financial Advisory Services
Kansas
$589K +$688K +15,515 New
STA
449
Summit Trail Advisors
New York
$587K -$251K -5,666 -27%
CAM
450
Concorde Asset Management
Michigan
$587K -$263K -5,929 -28%