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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
CG
451
Caprock Group
Idaho
$581K -$284K -6,418 -30%
NDSIB
452
North Dakota State Investment Board
North Dakota
$581K +$678K +15,304 New
SPIA
453
Steward Partners Investment Advisory
New York
$577K -$77.1K -1,740 -10%
CAL
454
Capital Advisors Ltd
Ohio
$577K +$41.7K +940 +1,679%
TCM
455
Teza Capital Management
Illinois
$575K +$672K +15,158 New
TFM
456
TFC Financial Management
Massachusetts
$570K +$177 +4 +0%
I
457
InterCapital
Texas
$569K +$665K +15,000 New
SA
458
Strategic Advocates
Utah
$567K -$95.2K -2,148 -13%
AF
459
Allworth Financial
California
$565K +$234K +5,278 +55%
PFG
460
Putney Financial Group
California
$563K -$350K -7,892 -35%
Teacher Retirement System of Texas
461
Teacher Retirement System of Texas
Texas
$562K -$1.94M -43,721 -75%
FBT
462
First Bank & Trust
South Dakota
$555K -$38.6K -870 -6%
BFM
463
Boothbay Fund Management
New York
$553K +$258K +5,817 +67%
TG
464
TCW Group
California
$547K -$61.3M -1,382,521 -99%
Empower Advisory Group
465
Empower Advisory Group
Colorado
$545K +$71.9K +1,622 +13%
HCA
466
Harbor Capital Advisors
Illinois
$537K -$931 -21 -0.1%
Fifth Third Bancorp
467
Fifth Third Bancorp
Ohio
$536K -$1.18M -26,594 -65%
NMIMC
468
Northwestern Mutual Investment Management Company
Wisconsin
$534K -$5.98K -135 -1%
GAM
469
Gotham Asset Management
New York
$534K -$331K -7,472 -35%
NICM
470
Neo Ivy Capital Management
New York
$527K +$616K +13,894 New
AFP
471
Ausdal Financial Partners
Iowa
$526K -$42.2K -953 -6%
CCM
472
Capstone Capital Management
$525K +$613K +13,837 New
GS
473
GTS Securities
New York
$517K -$406K -9,158 -40%
LI
474
LVZ Inc
Michigan
$516K +$58.3K +1,316 +11%
SCM
475
Stevens Capital Management
Pennsylvania
$514K +$600K +13,529 New