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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
AWA
526
Aaron Wealth Advisors
Illinois
$492K +$637K +10,037 New
ET
527
Entropy Technologies
New York
$489K +$634K +9,985 New
QI
528
Qtron Investments
Massachusetts
$487K +$93.8K +1,478 +17%
IWC
529
Integrated Wealth Concepts
Massachusetts
$487K -$734K -11,575 -54%
VI
530
Vestcor Inc
New Brunswick, Canada
$487K
RIL
531
Rothschild Investment LLC
Illinois
$484K -$1.78K -28 -0.3%
CWM
532
Calamos Wealth Management
Illinois
$482K +$180K +2,836 +40%
RFN
533
Redwood Financial Network
Ohio
$481K -$6.6K -104 -1%
GCM
534
Gallacher Capital Management
Colorado
$480K +$622K +9,797 New
PWS
535
Peterson Wealth Services
Utah
$478K -$547K -8,618 -96%
MNBTD
536
Moody National Bank Trust Division
Texas
$478K +$99.6K +1,569 +19%
VWA
537
Visionary Wealth Advisors
Illinois
$472K -$30.8K -485 -5%
SWP
538
Stratos Wealth Partners
Ohio
$471K +$99.3K +1,565 +19%
AF
539
Allworth Financial
California
$471K +$69.5K +1,095 +13%
VFA
540
Valeo Financial Advisors
Indiana
$462K +$3.43K +54 +0.6%
SF
541
Summit Financial
New Jersey
$461K -$102K -1,613 -15%
FAM
542
Fred Alger Management
New York
$461K -$2.54M -40,094 -81%
CAM
543
CenterStar Asset Management
Illinois
$459K +$594K +9,365 New
SC
544
Scotia Capital
Ontario, Canada
$449K -$55.3K -872 -9%
PCM
545
Penserra Capital Management
California
$448K +$426K +6,711 +272%
FWP
546
Forefront Wealth Partners
Texas
$447K +$578K +9,111 New
TCM
547
Triumph Capital Management
Colorado
$443K +$573K +9,033 New
AFG
548
Atomi Financial Group
New York
$441K -$55.9K -881 -9%
HPC
549
HM Payson & Co
Maine
$440K -$50.3K -793 -8%
CPCPP
550
Canada Post Corporation Pension Plan
Canada
$439K +$561K +8,840 New