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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
CFMC
476
Curbstone Financial Management Corp
New Hampshire
$672K +$57.1K +900 +7%
CNWM
477
Clay Northam Wealth Management
California
$667K +$19K +300 +2%
CIA
478
Concurrent Investment Advisors
Florida
$659K +$197K +3,109 +30%
SFI
479
Siemens Fonds Invest
Germany
$655K -$4.32K -68 -0.5%
SS
480
SBI Securities
Japan
$625K +$196K +3,090 +32%
Empower Advisory Group
481
Empower Advisory Group
Colorado
$624K +$2.6K +41 +0.3%
C
482
Certuity
Florida
$617K +$102K +1,603 +15%
SFA
483
Sequoia Financial Advisors
Ohio
$617K -$136K -2,136 -15%
IFG
484
Independent Financial Group
California
$611K -$56.2K -886 -7%
WIA
485
World Investment Advisors
California
$610K +$97.2K +1,532 +14%
CA
486
Clearstead Advisors
Ohio
$609K +$222K +3,503 +39%
Edgewood Management
487
Edgewood Management
Connecticut
$608K -$866M -13,644,987 -100%
IA
488
IFP Advisors
Florida
$608K +$105K +1,660 +15%
EI
489
Ellevest Inc
New York
$605K +$35.3K +557 +5%
LI
490
LVZ Inc
Michigan
$601K +$316K +4,987 +69%
Bessemer Group
491
Bessemer Group
New Jersey
$599K -$192K -3,024 -20%
CTC
492
Central Trust Company
Missouri
$599K -$50.4K -795 -6%
WEG
493
World Equity Group
Illinois
$592K +$552K +8,697 +258%
MSA
494
MUFG Securities Americas
New York
$589K +$763K +12,018 New
LIA
495
Limestone Investment Advisors
New York
$588K +$761K +12,000 New
HCM
496
Howard Capital Management
Georgia
$582K -$888 -14 -0.1%
CUAMC
497
China Universal Asset Management Company
China
$577K +$101K +1,590 +16%
KRSITF
498
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$576K -$25.3K -398 -3%
VIP
499
Vista Investment Partners
Oklahoma
$568K +$735K +11,583 New
LCM
500
Landscape Capital Management
New Jersey
$565K +$492K +7,746 +204%