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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
IAIM
526
International Assets Investment Management
Florida
$374K -$151K -3,403 -26%
QC
527
Quadrature Capital
United Kingdom
$374K +$436K +9,842 New
S
528
SignatureFD
Georgia
$373K +$75K +1,693 +21%
MW
529
Marble Wealth
Alabama
$370K +$432K +9,750 New
CA
530
Clearstead Advisors
Ohio
$368K -$121K -2,728 -22%
CWM
531
Calamos Wealth Management
Illinois
$367K -$8.2K -185 -2%
OTL
532
Oak Thistle LLC
New York
$365K +$426K +9,606 New
GFG
533
Goldstone Financial Group
Illinois
$364K +$43.2K +974 +11%
FFA
534
Farther Finance Advisors
California
$363K -$41K -924 -9%
SCA
535
Snowden Capital Advisors
New York
$362K -$340K -7,679 -45%
TC
536
T3 Companies
New York
$360K +$420K +9,480 New
RS
537
Rakuten Securities
Japan
$358K +$45.7K +1,031 +12%
VFA
538
Valeo Financial Advisors
Indiana
$358K
FLC
539
Fifth Lane Capital
Texas
$353K +$57.6K +1,300 +16%
AIM
540
Aigen Investment Management
New York
$352K +$411K +9,265 New
PVI
541
Pine Valley Investments
New Jersey
$347K -$80.3K -1,811 -17%
QI
542
Qtron Investments
Massachusetts
$342K -$41.4K -934 -9%
CPWM
543
Cypress Point Wealth Management
Texas
$342K +$399K +9,000 New
HPC
544
HM Payson & Co
Maine
$341K
IFWM
545
Institute for Wealth Management
Colorado
$336K -$387K -8,725 -50%
CCM
546
Coldstream Capital Management
Washington
$334K +$111K +2,514 +40%
SB
547
Strategic Blueprint
Georgia
$331K +$60.7K +1,369 +19%
HWM
548
HB Wealth Management
Georgia
$331K -$68.5K -1,546 -15%
CIP
549
Capital Insight Partners
Arizona
$329K +$13K +293 +3%
SCP
550
Sender Company & Partners
New York
$327K +$382K +8,622 New