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Trade Desk

1,052 hedge funds and large institutions have $24.8B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 410 increasing their positions, 352 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+23
Holders Change %
+2.24%
% of All Funds
14.1%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
168
Increased
410
Reduced
352
Closed
129
Calls
$1.53B
Puts
$1.46B
Net Calls
+$69.1M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
KRSITF
501
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$874K -$60.6K -842 -6%
BA
502
Bridgewater Associates
Connecticut
$872K
WAM
503
Werlinich Asset Management
Connecticut
$871K +$871K +12,105 New
PS
504
Principal Securities
Iowa
$864K +$312K +4,332 +56%
KWM
505
Kingsview Wealth Management
Oregon
$860K +$143K +1,990 +20%
FH
506
FWG Holdings
Florida
$856K +$856K +9,538 New
SAM
507
Stansberry Asset Management
Texas
$856K +$856K +11,890 New
HCM
508
Howard Capital Management
Georgia
$856K -$116K -1,616 -12%
LCM
509
LRT Capital Management
Texas
$849K -$817K -11,355 -49%
EI
510
Ellevest Inc
New York
$848K +$33.5K +465 +4%
FDP
511
Financiere des Professionnels
Quebec, Canada
$845K +$845K +11,742 New
PFS
512
Prospera Financial Services
Texas
$836K +$253K +3,514 +43%
CCWM
513
Correct Capital Wealth Management
Missouri
$827K +$173K +2,400 +26%
GCA
514
Gallagher Capital Advisors
Texas
$823K +$36.7K +432 +5%
BF
515
BOK Financial
Oklahoma
$822K +$51.5K +716 +7%
WMA
516
Wealth Management Associates
New Jersey
$816K -$51.9K -721 -6%
WA
517
Waverly Advisors
Alabama
$814K -$781K -10,847 -49%
HWM
518
HB Wealth Management
Georgia
$809K -$80.1K -1,113 -9%
EFG
519
Everhart Financial Group
Ohio
$803K +$98.6K +1,370 +14%
IA
520
IFP Advisors
Florida
$799K -$142K -1,902 -15%
SPIA
521
Steward Partners Investment Advisory
New York
$798K -$27.5K -382 -3%
IMCOOI
522
Investment Management Corp of Ontario (IMCO)
Canada
$796K -$115K -1,600 -13%
VF
523
Virtu Financial
New York
$795K -$3.09M -42,901 -80%
SF
524
Summit Financial
New Jersey
$794K -$51.4K -714 -6%
LFAS
525
Level Four Advisory Services
Texas
$790K +$89.7K +1,246 +13%