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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
CTC
501
Central Trust Company
Missouri
$437K -$31.4K -709 -6%
GSIAS
502
Garden State Investment Advisory Services
New Jersey
$435K +$508K +11,460 New
C
503
Certuity
Florida
$434K -$51.6K -1,164 -9%
CGH
504
Crossmark Global Holdings
Texas
$430K +$238K +5,380 +90%
OIMU
505
Osmosis Investment Management UK
United Kingdom
$429K +$501K +11,304 New
AWA
506
Aaron Wealth Advisors
Illinois
$426K +$52.4K +1,182 +12%
CPCPP
507
Canada Post Corporation Pension Plan
Canada
$426K +$105K +2,370 +27%
CAM
508
Cresset Asset Management
Illinois
$410K +$22K +497 +5%
CPIG
509
Chicago Partners Investment Group
Illinois
$410K -$110K -2,486 -18%
PAG
510
Private Advisor Group
New Jersey
$409K -$222K -5,014 -32%
BMSSC
511
B. Metzler seel. Sohn & Co
Germany
$407K
CNWM
512
Clay Northam Wealth Management
California
$406K -$128K -2,896 -21%
SS
513
SBI Securities
Japan
$406K -$91.2K -2,057 -16%
SO
514
STRS Ohio
Ohio
$406K +$842 +19 +0.2%
PFWA
515
Paces Ferry Wealth Advisors
Georgia
$404K -$277K -6,238 -37%
VWM
516
Venturi Wealth Management
Texas
$401K +$11K +249 +2%
CIA
517
Concurrent Investment Advisors
Florida
$395K -$135K -3,043 -23%
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$393K -$841K -18,972 -65%
BRWA
519
B. Riley Wealth Advisors
Florida
$385K -$177K -3,988 -28%
OC
520
Oppenheimer & Co
New York
$383K -$915K -20,644 -67%
EI
521
Ellevest Inc
New York
$380K -$103K -2,331 -19%
VI
522
Vestcor Inc
New Brunswick, Canada
$377K
SFI
523
Siemens Fonds Invest
Germany
$376K -$155K -3,497 -26%
RFN
524
Redwood Financial Network
Ohio
$376K +$4.12K +93 +0.9%
IA
525
IFP Advisors
Florida
$376K -$111K -2,504 -20%