TTD icon

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
WA
451
Wealth Alliance
New York
$765K
FBT
452
First Bank & Trust
South Dakota
$759K
TPCW
453
TD Private Client Wealth
New York
$756K
TFM
454
TFC Financial Management
Massachusetts
$736K
AFP
455
Ausdal Financial Partners
Iowa
$726K
AGWCA
456
Annis Gardner Whiting Capital Advisors
Florida
$717K
CPIG
457
Chicago Partners Investment Group
Illinois
$708K
LFAS
458
Level Four Advisory Services
Texas
$707K
Natixis Advisors
459
Natixis Advisors
Massachusetts
$707K
CIS
460
Custom Index Systems
New York
$707K
CL
461
Choreo LLC
Illinois
$704K
AU
462
Algebris (UK)
United Kingdom
$698K
NMIMC
463
Northwestern Mutual Investment Management Company
Wisconsin
$696K
HCA
464
Harbor Capital Advisors
Illinois
$695K
BRWA
465
B. Riley Wealth Advisors
Florida
$693K
KHCM
466
Kirtland Hills Capital Management
Ohio
$692K
EOJOAM
467
E. Ohman J:or Asset Management
Sweden
$691K
LOAMS
468
Lombard Odier Asset Management (Switzerland)
Switzerland
$689K
PWM
469
Prosperity Wealth Management
California
$686K
KBFS
470
Kohmann Bosshard Financial Services
Ohio
$677K
CFMC
471
Curbstone Financial Management Corp
New Hampshire
$672K
CNWM
472
Clay Northam Wealth Management
California
$667K
CIA
473
Concurrent Investment Advisors
Florida
$659K
SFI
474
Siemens Fonds Invest
Germany
$655K
SS
475
SBI Securities
Japan
$625K